Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
658,607
-
Shares change
-
+108,698
-
Total reported value, excl. options
-
$16,998,307
-
Value change
-
+$2,803,314
-
Number of buys
-
19
-
Number of sells
-
-6
-
Price
-
$25.81
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q1 2021
31 filings reported holding BSMP - INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI as of Q1 2021.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 658,607 shares
.
Largest 10 shareholders include MORGAN STANLEY (113,443 shares), BANK OF AMERICA CORP /DE/ (100,559 shares), Beaumont Financial Partners, LLC (90,189 shares), LPL Financial LLC (89,387 shares), CITADEL ADVISORS LLC (77,925 shares), Carnegie Capital Asset Management, LLC (31,750 shares), Stratos Wealth Partners, LTD. (23,242 shares), FMA ADVISORY INC (18,124 shares), Key Financial Inc (10,330 shares), and Farmers National Bank (10,165 shares).
This table shows the top 28 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.