Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / BULLETSHS 2030
-
Total 13F shares
-
531,905
-
Share change
-
+328,956
-
Total reported value
-
$13,549,155
-
Price per share
-
$25.47
-
Number of holders
-
14
-
Value change
-
+$8,392,834
-
Number of buys
-
12
-
Number of sells
-
3
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) as of Q4 2023
As of 31 Dec 2023,
INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) was held by
14 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
531,905 shares.
The largest 10 holders included
RPg Family Wealth Advisory, LLC, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, TCG Advisory Services, LLC, 4Thought Financial Group Inc., MONECO Advisors, LLC, LPL Financial LLC, RAYMOND JAMES & ASSOCIATES, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
14
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.