Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Total 13F shares
-
648,442
-
Share change
-
+107,237
-
Total reported value
-
$16,736,000
-
Price per share
-
$25.81
-
Number of holders
-
27
-
Value change
-
+$2,765,611
-
Number of buys
-
18
-
Number of sells
-
6
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q1 2021
As of 31 Mar 2021,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
648,442 shares.
The largest 10 holders included
MORGAN STANLEY, BANK OF AMERICA CORP /DE/, Beaumont Financial Partners, LLC, LPL Financial LLC, CITADEL ADVISORS LLC, Carnegie Capital Asset Management, LLC, Stratos Wealth Partners, LTD., FMA ADVISORY INC, Key Financial Inc, and Farmers National Bank.
This page lists
28
institutional shareholders reporting positions in this security
for the Q1 2021 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.