Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Number of holders
-
24
-
Total 13F shares, excl. options
-
652,434
-
Shares change
-
-6,173
-
Total reported value, excl. options
-
$16,958,000
-
Value change
-
-$147,600
-
Number of buys
-
16
-
Number of sells
-
-11
-
Price
-
$25.99
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q2 2021
32 filings reported holding BSMP - INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI as of Q2 2021.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) has 24 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 652,434 shares
.
Largest 10 shareholders include MORGAN STANLEY (113,787 shares), BANK OF AMERICA CORP /DE/ (109,366 shares), LPL Financial LLC (100,837 shares), Beaumont Financial Partners, LLC (87,690 shares), Carnegie Capital Asset Management, LLC (41,682 shares), Stratos Wealth Partners, LTD. (24,786 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (22,338 shares), Creative Planning (18,870 shares), OSAIC HOLDINGS, INC. (16,538 shares), and Smith & Howard Wealth Management, LLC (15,465 shares).
This table shows the top 24 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.