Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BULSHS 2028 MUNI
-
Total 13F shares
-
969,018
-
Share change
-
-67,444
-
Total reported value
-
$22,773,685
-
Price per share
-
$23.50
-
Number of holders
-
23
-
Value change
-
-$1,572,802
-
Number of buys
-
11
-
Number of sells
-
6
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
969,018 shares.
The largest 10 holders included
Kathmere Capital Management, LLC, CENTRAL VALLEY ADVISORS, LLC, PRECEDENT WEALTH PARTNERS, LLC, SIGNATUREFD, LLC, Legacy Private Trust Co., Accurate Wealth Management, LLC, Wealthcare Advisory Partners LLC, SENTINEL PENSION ADVISORS, LLC, TLWM, and WESPAC Advisors, LLC.
This page lists
23
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.