Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / BULETSHS 2027
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Total 13F shares
-
16,598,096
-
Share change
-
+3,433,074
-
Total reported value
-
$377,434,631
-
Price per share
-
$22.74
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Number of holders
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137
-
Value change
-
+$78,069,522
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Number of buys
-
90
-
Number of sells
-
27
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) as of Q3 2025
As of 30 Sep 2025 INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 (BSJR) had 137 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 16,598,096 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Mirador Capital Partners LP, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Cetera Investment Advisers, RAYMOND JAMES FINANCIAL INC, Larson Financial Group LLC, UBS Group AG, Ashton Thomas Private Wealth, LLC, and CAPTRUST FINANCIAL ADVISORS.
This table shows 137 institutional shareholders of the security as of 30 Sep 2025.
| 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.