DOSSIER · 13F Holders · Q2 2025ETF · Exchange Traded Fund
BSCP

INVESCO EXCH TRD SLF IDX FD

15 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J825·Exchange Traded Fund·15 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$21M
visible holders
Holders
15
filers reporting
Concentration
32.51%
Kaye Capital Management #1
top holder share
AI Holders Summary · Q2 2025

15 institutions reported BSCP in Q2 2025. Kaye Capital Management leads at 32.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kaye Capital Management
CIK 0001111797
$7M327K2.60%Q2 2025
02
Atria Wealth Solutions, Inc.
CIK 0001927543
$5M239K0.11%Q2 2025
03
Exchange Capital Management, Inc.
CIK 0001317733
$2M84K0.26%Q2 2025
04
Tyler-Stone Wealth Management
CIK 0001912584
$1M72K0.24%Q2 2025
05
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$1M52K0.01%Q2 2025
06
SUMMIT INVESTMENT ADVISORS, INC.
CIK 0002055275
$1M50K0.85%Q2 2025
07
Good Life Advisors, LLC
CIK 0001696260
$1M50K0.06%Q2 2025
08
Coordinated Financial Services, Inc./CO
CIK 0002022906
$753K36K0.58%Q1 2025
09
Monterey Private Wealth, Inc.
CIK 0001839826
$631K30K0.19%Q1 2025
10
OPTIMUM INVESTMENT ADVISORS
CIK 0001037763
$399K19K0.16%Q3 2025
11
Delta Financial Group, Inc.
CIK 0001965718
$362K18K0.08%Q1 2025
12
Sterling Financial Group, Inc.
CIK 0001991301
$342K17K0.11%Q3 2025
13
First Horizon Advisors, Inc.
CIK 0001588539
$241K12K0.01%Q2 2025
14
HUNTINGTON NATIONAL BANK
CIK 0000049205
$4120.00%Q2 2026
15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025