Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / BULSHS 2027 MUNI
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Number of holders
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41
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Total 13F shares, excl. options
-
1,778,947
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Shares change
-
+1,079,198
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Total reported value, excl. options
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$41,838,610
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Value change
-
+$25,415,252
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Number of buys
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28
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Number of sells
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-10
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Price
-
$23.52
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q4 2022
46 filings reported holding BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI as of Q4 2022.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,778,947 shares
.
Largest 10 shareholders include MORGAN STANLEY (496,663 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (268,583 shares), WELLS FARGO & COMPANY/MN (174,907 shares), LPL Financial LLC (146,216 shares), Sterling Financial Group, Inc. (88,791 shares), Invesco Ltd. (73,427 shares), CGN Advisors LLC (58,497 shares), RAYMOND JAMES & ASSOCIATES (40,608 shares), Farmers National Bank (35,198 shares), and ADVISOR GROUP HOLDINGS, INC. (32,260 shares).
This table shows the top 41 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.