Latest Period
Q2 2026
Security Snapshot
INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN (BSMZ) Institutional Ownership
CUSIP: 46138J353
13F Institutional Holders and Ownership History from Q3 2025 to Q2 2026
Institutions Reporting
36
Shares (Excl. Options)
1,310,052
Price
$25.64
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- Security type / class
- Equity / BULTSHS 2035 MUN
- Symbol
- BSMZ
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 1,310,052
- Total 13F value
- $33,578,527
- Portfolio coverage rank
- 0%
- Share change
- +274,936
- Value change
- +$7,072,703
- Number of holders
- 36
- SEC-reported price per share
- $24.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BSMZ - INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN is tracked under CUSIP 46138J353.
- 36 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 29 to 36 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $26,012,125 to $33,578,527.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 36 institutions filings for Q2 2026.
Security key
46138J353
Latest holder period
Q2 2026
13F holders
36
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46138J353:
As of 30 Jun 2026, 36 institutional investors reported holding 1,310,052 shares of INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN (BSMZ).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
4
Latest
Q2 2026
Rows shown
1-4 of 4