Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / BULSHS 2027 MUNI
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Number of holders
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109
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Total 13F shares, excl. options
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5,853,214
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Shares change
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+639,392
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Total reported value, excl. options
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$138,139,228
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Value change
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+$15,058,116
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Number of buys
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72
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Number of sells
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21
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Price
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$23.60
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q4 2024
As of 31 Dec 2024 INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) had 109 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,853,214 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Key Financial Inc, Atlantic Union Bankshares Corp, CONFLUENCE INVESTMENT MANAGEMENT LLC, Invesco Ltd., BANK OF AMERICA CORP /DE/, Sanctuary Advisors, LLC, and UBS Group AG.
This table shows 109 institutional shareholders of the security as of 31 Dec 2024.
| 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.