Q4 2025 13F Holders as of 31 Dec 2025
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Type / Class
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Equity / BULSHS 2026 CB
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Number of holders
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11
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Total 13F shares, excl. options
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1,682,010
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Shares change
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+466,090
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Total reported value, excl. options
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$33,011,615
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Value change
-
+$9,107,519
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Number of buys
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5
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Number of sells
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4
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Price
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$19.58
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 CB (BSCQ) as of Q4 2025
As of 31 Dec 2025 INVESCO EXCH TRD SLF IDX FD - BULSHS 2026 CB (BSCQ) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,682,010 shares of stock of the company.
Largest 10 holders included St. Louis Financial Planners Asset Management, LLC, Red Spruce Capital, LLC, Horizons Wealth Management, Avior Wealth Management, LLC, Paradiem, LLC, EVERPAR ADVISORS LLC, Legacy Wealth Management, LLC / MS, CGN Advisors LLC, Global Wealth Strategies & Associates, and HARBOR INVESTMENT ADVISORY, LLC.
This table shows 11 institutional shareholders of the security as of 31 Dec 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.