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

CUSIP: 46138J494

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / BULSHS 2027 MUNI
Total 13F shares
8,923,542
Share change
+646,330
Total reported value
$211,178,830
Price per share
$23.67
Number of holders
137
Value change
+$15,295,672
Number of buys
89
Number of sells
21

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.

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Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) as of Q4 2025

As of 31 Dec 2025, INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 MUNI (BSMR) was held by 137 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,923,542 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Invesco Ltd., Key Financial Inc, BANK OF AMERICA CORP /DE/, CONFLUENCE INVESTMENT MANAGEMENT LLC, Summit Financial, LLC, Hills Bank & Trust Co, and Atlantic Union Bankshares Corp. This page lists 137 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
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.