INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS)

CUSIP: 46138J486

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / BULSHS 2028 MUNI
Total 13F shares
4,787,658
Share change
+708,530
Total reported value
$110,953,661
Price per share
$23.18
Number of holders
93
Value change
+$16,411,521
Number of buys
55
Number of sells
19

Quarterly Holders Quick Answers

What is CUSIP 46138J486?
CUSIP 46138J486 identifies BSMS - INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of BSMS - INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) as of Q1 2025

As of 31 Mar 2025, INVESCO EXCH TRD SLF IDX FD - BULSHS 2028 MUNI (BSMS) was held by 93 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,787,658 shares. The largest 10 holders included LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Invesco Ltd., COMMONWEALTH EQUITY SERVICES, LLC, CENTRAL VALLEY ADVISORS, LLC, Key Financial Inc, JANE STREET GROUP, LLC, and UBS Group AG. This page lists 94 institutional shareholders reporting positions in this security for the Q1 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2025 vs Q4 2024 Across Filers

Q4 2024 holders
88
Q1 2025 holders
93
Holder diff
5
Investor Q4 2024 Shares Q1 2025 Shares Share Diff Share Chg % Q4 2024 Value $ Q1 2025 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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