Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
308,281
-
Shares change
-
+40,486
-
Total reported value, excl. options
-
$7,954,000
-
Value change
-
+$1,047,757
-
Number of buys
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11
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Number of sells
-
-2
-
Price
-
$25.81
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q3 2020
16 filings reported holding BSMP - INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI as of Q3 2020.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 308,281 shares
.
Largest 10 shareholders include MORGAN STANLEY (74,479 shares), LPL Financial LLC (67,345 shares), JANE STREET GROUP, LLC (63,423 shares), Stratos Wealth Partners, LTD. (22,694 shares), FMA ADVISORY INC (19,084 shares), BANK OF AMERICA CORP /DE/ (15,174 shares), Key Financial Inc (10,330 shares), Thrivent Financial for Lutherans (10,012 shares), Asset Dedication, LLC (7,904 shares), and UBS Group AG (6,958 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.