Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Total 13F shares
-
7,278,979
-
Share change
-
+415,713
-
Total reported value
-
$170,863,823
-
Price per share
-
$23.47
-
Number of holders
-
120
-
Value change
-
+$9,746,838
-
Number of buys
-
66
-
Number of sells
-
40
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q2 2025
As of 30 Jun 2025,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by
120 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,278,979 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Atlantic Union Bankshares Corp, Invesco Ltd., Key Financial Inc, CONFLUENCE INVESTMENT MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, VestGen Advisors, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
121
institutional shareholders reporting positions in this security
for the Q2 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.