Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / BULSHS 2027 MUNI
-
Number of holders
-
21
-
Total 13F shares, excl. options
-
396,129
-
Shares change
-
-10,755
-
Total reported value, excl. options
-
$10,225,958
-
Value change
-
-$276,066
-
Number of buys
-
8
-
Number of sells
-
-6
-
Price
-
$25.81
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q4 2021
22 filings reported holding BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI as of Q4 2021.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 396,129 shares
.
Largest 10 shareholders include Beaumont Financial Partners, LLC (81,918 shares), JANE STREET GROUP, LLC (39,981 shares), LPL Financial LLC (33,769 shares), BANK OF AMERICA CORP /DE/ (31,131 shares), ROYAL BANK OF CANADA (27,551 shares), Royal Harbor Partners, LLC (23,558 shares), ADVISOR GROUP HOLDINGS, INC. (21,638 shares), TLWM (18,051 shares), Creative Planning (15,765 shares), and COOKSON PEIRCE & CO INC (15,136 shares).
This table shows the top 21 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.