Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
804,092
-
Shares change
-
+2,594
-
Total reported value, excl. options
-
$20,865,102
-
Value change
-
+$69,307
-
Number of buys
-
12
-
Number of sells
-
-7
-
Price
-
$25.95
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q4 2021
30 filings reported holding BSMP - INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI as of Q4 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 804,092 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (132,313 shares), MORGAN STANLEY (123,521 shares), LPL Financial LLC (104,998 shares), Beaumont Financial Partners, LLC (81,970 shares), JANE STREET GROUP, LLC (60,272 shares), Carnegie Capital Asset Management, LLC (40,082 shares), ADVISOR GROUP HOLDINGS, INC. (30,406 shares), Stratos Wealth Partners, LTD. (28,677 shares), Asset Dedication, LLC (26,196 shares), and Smith & Howard Wealth Management, LLC (23,159 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.