Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / BULLETSHARE 2034
-
Total 13F shares
-
293,474
-
Share change
-
+282,923
-
Total reported value
-
$7,186,594
-
Price per share
-
$24.49
-
Number of holders
-
12
-
Value change
-
+$6,928,200
-
Number of buys
-
11
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 (BSMY) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 (BSMY) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
293,474 shares.
The largest 10 holders included
Invesco Ltd., LPL Financial LLC, MB, LEVIS & ASSOCIATES, LLC, ENVESTNET ASSET MANAGEMENT INC, MONECO Advisors, LLC, StoneX Group Inc., CGN Advisors LLC, RAYMOND JAMES FINANCIAL INC, MML INVESTORS SERVICES, LLC, and Addison Advisors LLC.
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2024 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.