Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / BULLETSHS 2030
-
Total 13F shares
-
1,709,900
-
Share change
-
+313,412
-
Total reported value
-
$43,910,648
-
Price per share
-
$25.68
-
Number of holders
-
34
-
Value change
-
+$8,048,387
-
Number of buys
-
19
-
Number of sells
-
7
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) as of Q4 2024
As of 31 Dec 2024,
INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) was held by
34 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,709,900 shares.
The largest 10 holders included
RPg Family Wealth Advisory, LLC, Trinity Legacy Partners, LLC, MORGAN STANLEY, LPL Financial LLC, JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Equitable Holdings, Inc., SFE Investment Counsel, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
34
institutional shareholders reporting positions in this security
for the Q4 2024 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.