Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / BULSHS 2029 MUNI
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Total 13F shares
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3,603,612
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Share change
-
+503,425
-
Total reported value
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$83,849,683
-
Price per share
-
$23.27
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Number of holders
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69
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Value change
-
+$11,726,617
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Number of buys
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47
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Number of sells
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16
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q3 2024
As of 30 Sep 2024 INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) had 69 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,603,612 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, AMERIPRISE FINANCIAL INC, Hills Bank & Trust Co, BANK OF AMERICA CORP /DE/, Invesco Ltd., MORGAN STANLEY, LPL Financial LLC, CONFLUENCE INVESTMENT MANAGEMENT LLC, COMMONWEALTH EQUITY SERVICES, LLC, and Key Financial Inc.
This table shows 69 institutional shareholders of the security as of 30 Sep 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.