Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BULETSHS 2027
-
Total 13F shares
-
13,546,728
-
Share change
-
+1,882,898
-
Total reported value
-
$307,468,685
-
Price per share
-
$22.70
-
Number of holders
-
132
-
Value change
-
+$42,802,275
-
Number of buys
-
83
-
Number of sells
-
29
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) as of Q2 2025
As of 30 Jun 2025,
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) was held by
132 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,546,728 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC, Ashton Thomas Private Wealth, LLC, Larson Financial Group LLC, Ironwood Financial, llc, CAPTRUST FINANCIAL ADVISORS, and UBS Group AG.
This page lists
132
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.