Security key
46138J791
INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 CB (BSCQ)
CUSIP: 46138J791
Q4 2018 13F Holders as of 31 Dec 2018
- Type / Class
- Equity / BULSHS 2026 CB
- Total 13F shares
- 2,116,092
- Share change
- -471,005
- Total reported value
- $39,369,112
- Price per share
- $18.60
- Number of holders
- 41
- Value change
- -$8,777,748
- Number of buys
- 21
- Number of sells
- 10
Report period
Q4 2018
Institutions
41
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46138J791
Recent filing periods:
Top shareholders of BSCQ - INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 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 2026 CB (BSCQ) as of Q4 2018
As of 31 Dec 2018,
INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 CB (BSCQ) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,116,092 shares.
The largest 10 holders included
MORGAN STANLEY, First Command Financial Services, Inc., First Command Bank, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, COOKSON PEIRCE & CO INC, Mirador Capital Partners LP, UBS Group AG, WELLS FARGO & COMPANY/MN, and RAYMOND JAMES & ASSOCIATES.
This page lists
41
institutional shareholders reporting positions in this security
for the Q4 2018 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2018 vs Q3 2018 Across Filers
Q3 2018 holders
30
Q4 2018 holders
41
Holder diff
11
| Investor | Q3 2018 Shares | Q4 2018 Shares | Share Diff | Share Chg % | Q3 2018 Value $ | Q4 2018 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.