Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / BULTSHS 2035 MUN
-
Total 13F shares
-
629,813
-
Share change
-
+593,829
-
Total reported value
-
$16,019,351
-
Price per share
-
$25.44
-
Number of holders
-
23
-
Value change
-
+$15,104,098
-
Number of buys
-
23
Institutional Holders of INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN (BSMZ) as of Q4 2025
As of 31 Dec 2025,
INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN (BSMZ) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
629,813 shares.
The largest 10 holders included
Atlantic Union Bankshares Corp, Invesco Ltd., Elequin Capital, LP, JANE STREET GROUP, LLC, Equitable Holdings, Inc., STIFEL FINANCIAL CORP, RAYMOND JAMES FINANCIAL INC, Key Financial Inc, Koss-Olinger Consulting, LLC, and MGO ONE SEVEN LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 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.