Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / BULETSHS 2027
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
4,464,958
-
Shares change
-
+524,635
-
Total reported value, excl. options
-
$99,338,384
-
Value change
-
+$11,641,174
-
Number of buys
-
46
-
Number of sells
-
-20
-
Price
-
$22.25
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) as of Q1 2024
74 filings reported holding BSJR - INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 as of Q1 2024.
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,464,958 shares
.
Largest 10 shareholders include LPL Financial LLC (392,005 shares), WELLS FARGO & COMPANY/MN (391,370 shares), ENVESTNET ASSET MANAGEMENT INC (272,815 shares), MERCER GLOBAL ADVISORS INC /ADV (258,040 shares), MORGAN STANLEY (255,780 shares), Cetera Investment Advisers (255,441 shares), SFE Investment Counsel (233,881 shares), Ironwood Financial, llc (202,877 shares), Advisory Alpha, LLC (180,822 shares), and ROVIN CAPITAL /UT/ /ADV (136,752 shares).
This table shows the top 67 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.