Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Total 13F shares
-
6,874,510
-
Share change
-
+985,354
-
Total reported value
-
$161,875,003
-
Price per share
-
$23.55
-
Number of holders
-
114
-
Value change
-
+$23,196,487
-
Number of buys
-
75
-
Number of sells
-
25
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by
114 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,874,510 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Key Financial Inc, Atlantic Union Bankshares Corp, CONFLUENCE INVESTMENT MANAGEMENT LLC, Invesco Ltd., BANK OF AMERICA CORP /DE/, VestGen Advisors, LLC, and CENTRAL VALLEY ADVISORS, LLC.
This page lists
115
institutional shareholders reporting positions in this security
for the Q1 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.