Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BULSHS 2026 MUNI
-
Number of holders
-
137
-
Total 13F shares, excl. options
-
7,850,283
-
Shares change
-
+1,182,139
-
Total reported value, excl. options
-
$185,324,143
-
Value change
-
+$27,910,019
-
Number of buys
-
82
-
Number of sells
-
31
-
Price
-
$23.61
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 MUNI (BSMQ) as of Q1 2025
As of 31 Mar 2025 INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 MUNI (BSMQ) had 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 7,850,283 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, MORGAN STANLEY, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, TRUIST FINANCIAL CORP, BANK OF AMERICA CORP /DE/, Invesco Ltd., ENVESTNET ASSET MANAGEMENT INC, Bank of New York Mellon Corp, and CENTRAL VALLEY ADVISORS, LLC.
This table shows 138 institutional shareholders of the security as of 31 Mar 2025.
| 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.