Q1 2024 13F Holders as of 31 Mar 2024
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Type / Class
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Equity / BULSHS 2029 MUNI
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Number of holders
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56
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Total 13F shares, excl. options
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2,468,270
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Shares change
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+628,188
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Total reported value, excl. options
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$57,368,218
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Value change
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+$14,597,295
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Number of buys
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38
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Number of sells
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9
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Price
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$23.24
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q1 2024
As of 31 Mar 2024 INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) had 56 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,468,270 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, Hills Bank & Trust Co, JANE STREET GROUP, LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, MORGAN STANLEY, Invesco Ltd., Key Financial Inc, Sterling Financial Group, Inc., BANK OF AMERICA CORP /DE/, and LPL Financial LLC.
This table shows 56 institutional shareholders of the security as of 31 Mar 2024.
| 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.