As of 30 Sep 2025, 108 institutional investors reported holding 6,689,628 shares of INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 3,059,749 | $71,913,669 | +$11,034,697 | $23.50 | 58 |
| 2025 Q3 | 6,689,628 | $156,630,544 | +$30,030,059 | $23.42 | 108 |
| 2025 Q2 | 5,365,093 | $124,636,688 | +$13,879,168 | $23.23 | 94 |
| 2025 Q1 | 4,787,658 | $110,953,661 | +$16,411,521 | $23.18 | 93 |
| 2024 Q4 | 3,957,808 | $92,337,716 | +$10,744,023 | $23.33 | 88 |
| 2024 Q3 | 3,345,899 | $78,890,874 | +$9,966,944 | $23.58 | 73 |
| 2024 Q2 | 2,996,279 | $69,605,137 | +$6,871,334 | $23.23 | 63 |
| 2024 Q1 | 2,652,370 | $62,289,500 | +$13,078,133 | $23.48 | 54 |
| 2023 Q4 | 2,125,521 | $50,494,553 | +$6,580,151 | $23.76 | 51 |
| 2023 Q3 | 1,738,160 | $39,159,590 | -$3,238,215 | $22.53 | 40 |
| 2023 Q2 | 1,879,796 | $43,935,441 | -$3,190,537 | $23.37 | 41 |
| 2023 Q1 | 2,015,571 | $47,685,015 | +$11,843,485 | $23.66 | 33 |
| 2022 Q4 | 1,524,810 | $35,413,849 | +$22,166,242 | $23.23 | 27 |
| 2022 Q3 | 549,281 | $12,254,960 | -$661,761 | $22.31 | 22 |
| 2022 Q2 | 577,831 | $13,442,377 | -$356,069 | $23.26 | 20 |
| 2022 Q1 | 590,934 | $14,321,880 | +$4,812,586 | $24.24 | 16 |
| 2021 Q4 | 389,234 | $10,194,130 | -$19,319 | $26.19 | 18 |
| 2021 Q3 | 380,292 | $9,921,000 | +$2,252,200 | $26.09 | 16 |
| 2021 Q2 | 293,521 | $7,723,000 | -$123,880 | $26.31 | 16 |
| 2021 Q1 | 298,505 | $7,709,229 | +$3,141,911 | $25.83 | 17 |
| 2020 Q4 | 176,869 | $4,633,000 | +$1,132,694 | $26.20 | 13 |
| 2020 Q3 | 125,289 | $3,208,000 | -$535,261 | $25.60 | 10 |
| 2020 Q2 | 146,173 | $3,712,000 | +$1,054,942 | $25.42 | 6 |
| 2020 Q1 | 104,656 | $2,604,000 | +$632,811 | $24.97 | 4 |
| 2019 Q4 | 79,347 | $1,979,000 | +$1,149,000 | $24.94 | 3 |
| 2019 Q3 | 9,665 | $242,000 | +$242,000 | $25.04 | 1 |