INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB (BSCR)

CUSIP: 46138J783

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / BULSHS 2027 CB
Total 13F shares
44,385,684
Share change
+6,733,927
Total reported value
$831,161,200
Price per share
$18.74
Number of holders
210
Value change
+$126,139,642
Number of buys
138
Number of sells
55

Quarterly Holders Quick Answers

What is CUSIP 46138J783?
CUSIP 46138J783 identifies BSCR - INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

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

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB (BSCR) as of Q3 2023

As of 30 Sep 2023, INVESCO EXCH TRD SLF IDX FD - BULSHS 2027 CB (BSCR) was held by 210 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 44,385,684 shares. The largest 10 holders included MORGAN STANLEY, WELLS FARGO & COMPANY/MN, Brookstone Capital Management, WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC, UBS Group AG, EASTERN BANK, LPL Financial LLC, MANCHESTER FINANCIAL INC, BANK OF AMERICA CORP /DE/, and Motley Fool Wealth Management, LLC. This page lists 210 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
198
Q3 2023 holders
210
Holder diff
12
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 Value $ Value Diff $ Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .