Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BULETSHS 2029 HG
-
Total 13F shares
-
801,292
-
Share change
-
+466,911
-
Total reported value
-
$17,273,463
-
Price per share
-
$21.51
-
Number of holders
-
18
-
Value change
-
+$10,075,994
-
Number of buys
-
15
-
Number of sells
-
2
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG (BSJT) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG (BSJT) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
801,292 shares.
The largest 10 holders included
Leo Wealth, LLC, PRIVATE CLIENT SERVICES, LLC, Hennion & Walsh Asset Management, Inc., Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Brookstone Capital Management, Private Advisory Group LLC, SAX WEALTH ADVISORS, LLC, Net Worth Advisory Group, and Ironwood Financial, llc.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.