Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / BULSHS 2029 MUNI
-
Total 13F shares
-
3,525,497
-
Share change
-
+496,918
-
Total reported value
-
$82,031,935
-
Price per share
-
$23.27
-
Number of holders
-
67
-
Value change
-
+$11,575,205
-
Number of buys
-
45
-
Number of sells
-
16
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q3 2024
As of 30 Sep 2024,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,525,497 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, Hills Bank & Trust Co, BANK OF AMERICA CORP /DE/, Invesco Ltd., MORGAN STANLEY, LPL Financial LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Key Financial Inc.
This page lists
69
institutional shareholders reporting positions in this security
for the Q3 2024 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.