Q4 2025 13F Holders as of 31 Dec 2025
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Type / Class
-
Equity / BULSHS 2029 MUNI
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Total 13F shares
-
465,600
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Share change
-
-31,051
-
Total reported value
-
$10,779,824
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Price per share
-
$23.15
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Number of holders
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8
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Value change
-
-$712,916
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Number of buys
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5
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Number of sells
-
2
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) as of Q4 2025
As of 31 Dec 2025 INVESCO EXCH TRD SLF IDX FD - BULSHS 2029 MUNI (BSMT) had 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 465,600 shares of stock of the company.
Largest 8 holders included Avior Wealth Management, LLC, PRECEDENT WEALTH PARTNERS, LLC, Legacy Private Trust Co., Horizons Wealth Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, CGN Advisors LLC, HARBOR INVESTMENT ADVISORY, LLC, and MassMutual Private Wealth & Trust, FSB.
This table shows 8 institutional shareholders of the security as of 31 Dec 2025.
| 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.