Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / BULSHS 2029 MUNI
-
Total 13F shares
-
4,904,057
-
Share change
-
+1,192,777
-
Total reported value
-
$112,502,142
-
Price per share
-
$22.94
-
Number of holders
-
84
-
Value change
-
+$27,331,098
-
Number of buys
-
57
-
Number of sells
-
16
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,904,057 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, Kathmere Capital Management, LLC, AMERIPRISE FINANCIAL INC, Hills Bank & Trust Co, BANK OF AMERICA CORP /DE/, Invesco Ltd., LPL Financial LLC, JANE STREET GROUP, LLC, MORGAN STANLEY, and Atlantic Union Bankshares Corp.
This page lists
84
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.