Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / BULETSHS 2027
-
Number of holders
-
45
-
Total 13F shares, excl. options
-
1,871,384
-
Shares change
-
+529,660
-
Total reported value, excl. options
-
$40,869,501
-
Value change
-
+$11,599,634
-
Number of buys
-
36
-
Number of sells
-
-9
-
Price
-
$21.84
Significant Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) as of Q1 2023
50 filings reported holding BSJR - INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 as of Q1 2023.
INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) has 45 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,871,384 shares
.
Largest 10 shareholders include LPL Financial LLC (151,473 shares), BANK OF AMERICA CORP /DE/ (145,431 shares), Advisory Alpha, LLC (143,174 shares), DENVER WEALTH MANAGEMENT, INC. (96,434 shares), Ironwood Financial, llc (94,271 shares), MORGAN STANLEY (93,639 shares), MERCER GLOBAL ADVISORS INC /ADV (89,424 shares), BANTA ASSET MANAGEMENT LP (83,475 shares), Cetera Advisors LLC (82,992 shares), and GPM Growth Investors, Inc. (80,039 shares).
This table shows the top 45 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.