INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR)

CUSIP: 46138J585

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / BULETSHS 2027
Total 13F shares
1,871,384
Share change
+529,660
Total reported value
$40,869,501
Price per share
$21.84
Number of holders
45
Value change
+$11,599,634
Number of buys
36
Number of sells
9

Security key

46138J585

Report period

Q1 2023

Institutions

45

Top holders

10

Ownership snapshot

Top shareholders of BSJR - INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
13D/G signal
Evidence rows
0
Latest as of
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

13F holder rows

Institutional holders as of Q1 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
45
Shares
1,871,384
Rows loaded
45
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
38
Q1 2023 holders
45
Holder diff
7
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 value Q1 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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