Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / BULLETSHARES 203
-
Total 13F shares
-
4,623,942
-
Share change
-
+2,848,583
-
Total reported value
-
$93,480,064
-
Price per share
-
$20.22
-
Number of holders
-
46
-
Value change
-
+$57,537,769
-
Number of buys
-
44
-
Number of sells
-
1
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHARES 203 (BSCY) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRD SLF IDX FD - BULLETSHARES 203 (BSCY) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,623,942 shares.
The largest 10 holders included
RAYMOND JAMES FINANCIAL INC, COOKSON PEIRCE & CO INC, Invesco Ltd., BCS Wealth Management, Ledgewood Wealth Advisors, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MAI Capital Management, Sanctuary Advisors, LLC, Cetera Investment Advisers, and CITADEL ADVISORS LLC.
This page lists
48
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.