Q2 2023 13F Holders as of 30 Jun 2023
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Type / Class
-
Equity / BULSHS 2027 MUNI
-
Total 13F shares
-
2,454,479
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Share change
-
-2,917
-
Total reported value
-
$57,927,846
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Price per share
-
$23.60
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Number of holders
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52
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Value change
-
-$80,810
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Number of buys
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38
-
Number of sells
-
9
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q2 2023
As of 30 Jun 2023 INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) had 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,454,479 shares of stock of the company.
Largest 10 holders included CONFLUENCE INVESTMENT MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, MORGAN STANLEY, JANE STREET GROUP, LLC, LPL Financial LLC, Royal Bank of Canada, Sterling Financial Group, Inc., NewEdge Advisors, LLC, Invesco Ltd., and RAYMOND JAMES & ASSOCIATES.
This table shows 52 institutional shareholders of the security as of 30 Jun 2023.
| 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.