Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / BULSHS 2029 MUNI
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Number of holders
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101
-
Total 13F shares, excl. options
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6,482,165
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Shares change
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+424,407
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Total reported value, excl. options
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$149,710,267
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Value change
-
+$9,890,551
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Number of buys
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63
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Number of sells
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-28
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Price
-
$23.10
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q3 2025
108 filings reported holding BSMT - INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI as of Q3 2025.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) has 101 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,482,165 shares
.
Largest 10 shareholders include Hills Bank & Trust Co (571,429 shares), WELLS FARGO & COMPANY/MN (551,537 shares), Kathmere Capital Management, LLC (277,996 shares), LPL Financial LLC (247,954 shares), BANK OF AMERICA CORP /DE/ (240,794 shares), MORGAN STANLEY (240,369 shares), Invesco Ltd. (239,350 shares), Sterling Financial Group, Inc. (206,991 shares), CENTRAL VALLEY ADVISORS, LLC (189,886 shares), and Avior Wealth Management, LLC (178,254 shares).
This table shows the top 101 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.