Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / BULLETSHS 2030
-
Total 13F shares
-
2,050,723
-
Share change
-
+332,040
-
Total reported value
-
$52,378,448
-
Price per share
-
$25.49
-
Number of holders
-
43
-
Value change
-
+$8,485,709
-
Number of buys
-
27
-
Number of sells
-
4
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) as of Q1 2025
As of 31 Mar 2025,
INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 (BSJU) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,050,723 shares.
The largest 10 holders included
Trinity Legacy Partners, LLC, RPg Family Wealth Advisory, LLC, LPL Financial LLC, MORGAN STANLEY, Equitable Holdings, Inc., COMMONWEALTH EQUITY SERVICES, LLC, SFE Investment Counsel, RAYMOND JAMES FINANCIAL INC, AMERIPRISE FINANCIAL INC, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q1 2025 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.