Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BULLETSHS 32 MUN
-
Total 13F shares
-
2,903,435
-
Share change
-
+243,016
-
Total reported value
-
$71,426,989
-
Price per share
-
$24.60
-
Number of holders
-
57
-
Value change
-
+$5,907,950
-
Number of buys
-
40
-
Number of sells
-
14
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHS 32 MUN (BSMW) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRD SLF IDX FD - BULLETSHS 32 MUN (BSMW) was held by
57 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,903,435 shares.
The largest 10 holders included
LPL Financial LLC, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Atlantic Union Bankshares Corp, Envision Financial Planning, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, PRECEDENT WEALTH PARTNERS, LLC, RAYMOND JAMES FINANCIAL INC, and Kestra Advisory Services, LLC.
This page lists
57
institutional shareholders reporting positions in this security
for the Q1 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.