INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR)

CUSIP: 46138J494

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / BULSHS 2027 MUNI
Total 13F shares
7,278,979
Share change
+415,713
Total reported value
$170,863,823
Price per share
$23.47
Number of holders
120
Value change
+$9,746,831
Number of buys
66
Number of sells
40

Quarterly Holders Quick Answers

What is CUSIP 46138J494?
CUSIP 46138J494 identifies BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI in SEC institutional holdings data.

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

Top shareholders of BSMR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 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 2027 MUNI (BSMR) as of Q2 2025

As of 30 Jun 2025, INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by 120 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,278,979 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Atlantic Union Bankshares Corp, Invesco Ltd., Key Financial Inc, CONFLUENCE INVESTMENT MANAGEMENT LLC, BANK OF AMERICA CORP /DE/, VestGen Advisors, LLC, and COMMONWEALTH EQUITY SERVICES, LLC. This page lists 121 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
114
Q2 2025 holders
120
Holder diff
6
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 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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