Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / BULSHS 2025 HY
-
Total 13F shares
-
356,813
-
Share change
-
+72,225
-
Total reported value
-
$8,110,357
-
Price per share
-
$22.73
-
Number of holders
-
3
-
Value change
-
+$1,641,674
-
Number of buys
-
2
-
Number of sells
-
1
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 HY (BSJP) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 HY (BSJP) was held by
3 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
356,813 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, LPL Financial LLC, Mirador Capital Partners LP, GOLDMAN SACHS GROUP INC, Cetera Advisors LLC, MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC, Sterling Financial Group, Inc., Wright Fund Management, LLC, and OSAIC HOLDINGS, INC..
This page lists
150
institutional shareholders reporting positions in this security
for the Q4 2023 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.