Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / BULSHS 2025 MUNI
-
Number of holders
-
114
-
Total 13F shares, excl. options
-
6,681,651
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Shares change
-
-40,407
-
Total reported value, excl. options
-
$162,307,365
-
Value change
-
-$985,926
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Number of buys
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60
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Number of sells
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-36
-
Price
-
$24.29
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) as of Q2 2024
115 filings reported holding BSMP - INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI as of Q2 2024.
INVESCO EXCH TRD SLF IDX FD - BULSHS 2025 MUNI (BSMP) has 114 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,681,651 shares
.
Largest 10 shareholders include WELLS FARGO & COMPANY/MN (570,017 shares), CWM, LLC (337,110 shares), LPL Financial LLC (314,362 shares), JANE STREET GROUP, LLC (292,672 shares), COMMONWEALTH EQUITY SERVICES, LLC (289,966 shares), BANK OF AMERICA CORP /DE/ (277,712 shares), MORGAN STANLEY (245,117 shares), Invesco Ltd. (231,235 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (225,588 shares), and OneAscent Financial Services LLC (192,678 shares).
This table shows the top 114 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.