Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / BULLETSHARE 2034
-
Total 13F shares
-
1,191,298
-
Share change
-
+372,978
-
Total reported value
-
$28,252,324
-
Price per share
-
$23.72
-
Number of holders
-
31
-
Value change
-
+$8,831,611
-
Number of buys
-
21
-
Number of sells
-
8
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 (BSMY) as of Q2 2025
As of 30 Jun 2025,
INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 (BSMY) was held by
31 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,191,298 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Elequin Capital, LP, JANE STREET GROUP, LLC, Invesco Ltd., D.A. DAVIDSON & CO., MB, LEVIS & ASSOCIATES, LLC, MONECO Advisors, LLC, STIFEL FINANCIAL CORP, and Koss-Olinger Consulting, LLC.
This page lists
31
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.