Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / BULSHS 2028 MUNI
-
Total 13F shares
-
3,974,143
-
Share change
-
+477,906
-
Total reported value
-
$92,734,118
-
Price per share
-
$23.33
-
Number of holders
-
88
-
Value change
-
+$11,130,257
-
Number of buys
-
56
-
Number of sells
-
14
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,974,143 shares.
The largest 10 holders included
LPL Financial LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, COMMONWEALTH EQUITY SERVICES, LLC, Invesco Ltd., BANK OF AMERICA CORP /DE/, Key Financial Inc, UBS Group AG, and NewEdge Advisors, LLC.
This page lists
88
institutional shareholders reporting positions in this security
for the Q4 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.