As of 30 Sep 2025, 108 institutional investors reported holding 6,689,628 shares of INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 863,919 | $20,303,859 | -$1,554,848 | $23.50 | 20 |
| 2025 Q3 | 6,689,628 | $156,630,544 | +$30,030,039 | $23.42 | 108 |
| 2025 Q2 | 5,365,093 | $124,636,688 | +$13,879,171 | $23.23 | 94 |
| 2025 Q1 | 4,787,658 | $110,953,661 | +$16,411,525 | $23.18 | 93 |
| 2024 Q4 | 3,974,143 | $92,734,118 | +$11,130,257 | $23.33 | 88 |
| 2024 Q3 | 3,313,880 | $78,135,865 | +$9,672,976 | $23.58 | 72 |
| 2024 Q2 | 2,959,377 | $68,749,387 | +$6,711,259 | $23.23 | 61 |
| 2024 Q1 | 2,639,709 | $61,992,220 | +$12,971,723 | $23.48 | 53 |
| 2023 Q4 | 301,863 | $7,170,754 | -$5,037 | $23.75 | 2 |
| 2023 Q3 | 1,677,380 | $37,790,253 | -$3,375,282 | $22.53 | 38 |
| 2023 Q2 | 1,823,788 | $42,626,534 | -$3,196,959 | $23.37 | 39 |
| 2023 Q1 | 1,959,838 | $46,366,379 | +$11,824,727 | $23.66 | 31 |
| 2022 Q4 | 1,469,870 | $34,137,590 | +$21,898,462 | $23.23 | 25 |
| 2022 Q3 | 515,497 | $11,501,239 | -$743,970 | $22.31 | 21 |
| 2022 Q2 | 547,732 | $12,742,226 | -$454,883 | $23.26 | 19 |
| 2022 Q1 | 564,199 | $13,674,000 | +$4,649,917 | $24.24 | 15 |
| 2021 Q4 | 366,625 | $9,602,000 | -$611,449 | $26.19 | 17 |
| 2021 Q3 | 380,321 | $9,922,000 | +$2,253,196 | $26.09 | 17 |
| 2021 Q2 | 293,521 | $7,723,000 | +$149,761 | $26.31 | 16 |
| 2021 Q1 | 287,911 | $7,435,586 | +$2,868,265 | $25.83 | 16 |
| 2020 Q4 | 176,869 | $4,633,000 | +$1,132,696 | $26.20 | 13 |
| 2020 Q3 | 125,289 | $3,208,000 | -$535,263 | $25.60 | 10 |
| 2020 Q2 | 146,173 | $3,712,000 | +$1,029,942 | $25.42 | 6 |
| 2020 Q1 | 104,656 | $2,604,000 | +$632,810 | $24.97 | 4 |
| 2019 Q4 | 79,347 | $1,979,000 | +$1,149,002 | $24.94 | 3 |
| 2019 Q3 | 9,665 | $242,000 | +$242,000 | $25.04 | 1 |