Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BULETSHS 2027
-
Total 13F shares
-
11,825,191
-
Share change
-
+2,136,681
-
Total reported value
-
$264,879,400
-
Price per share
-
$22.40
-
Number of holders
-
123
-
Value change
-
+$47,863,594
-
Number of buys
-
85
-
Number of sells
-
26
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) was held by
123 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,825,191 shares.
The largest 10 holders included
MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC, CAPTRUST FINANCIAL ADVISORS, Ironwood Financial, llc, MERCER GLOBAL ADVISORS INC /ADV, SFE Investment Counsel, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
123
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.