Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Total 13F shares
-
1,733,898
-
Share change
-
+1,043,733
-
Total reported value
-
$40,779,071
-
Price per share
-
$23.52
-
Number of holders
-
39
-
Value change
-
+$24,581,119
-
Number of buys
-
26
-
Number of sells
-
10
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q4 2022
As of 31 Dec 2022,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,733,898 shares.
The largest 10 holders included
MORGAN STANLEY, CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Sterling Financial Group, Inc., Invesco Ltd., CGN Advisors LLC, RAYMOND JAMES & ASSOCIATES, Farmers National Bank, and ADVISOR GROUP HOLDINGS, INC..
This page lists
41
institutional shareholders reporting positions in this security
for the Q4 2022 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.