Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BULSHS 2027 CB
-
Total 13F shares
-
14,116,492
-
Share change
-
+427,297
-
Total reported value
-
$278,958,054
-
Price per share
-
$19.74
-
Number of holders
-
89
-
Value change
-
+$8,285,651
-
Number of buys
-
52
-
Number of sells
-
25
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB (BSCR) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB (BSCR) was held by
89 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,116,492 shares.
The largest 10 holders included
Avior Wealth Management, LLC, Brookstone Capital Management, TLWM, AA Financial Advisors, LLC, Ironwood Financial, llc, CENTRAL VALLEY ADVISORS, LLC, Ledgewood Wealth Advisors, LLC, CHATHAM CAPITAL GROUP, INC., HENGEHOLD CAPITAL MANAGEMENT LLC, and Legacy Private Trust Co..
This page lists
89
institutional shareholders reporting positions in this security
for the Q4 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.