13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
BSCU

INVESCO EXCH TRD SLF IDX FD

328 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J460·Exchange Traded Fund·328 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
328
filers reporting
Concentration
12.87%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

328 institutions reported BSCU in Q2 2026. MORGAN STANLEY leads at 12.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$182M10.9M0.01%Q2 202602
Aptus Capital Advisors, LLC
CIK 0001664193
$156M9.4M1.07%Q2 202603
Lido Advisors, LLC
CIK 0001650150
$139M8.4M0.38%Q2 202604
Waverly Advisors, LLC
CIK 0001568787
$93M5.6M0.54%Q2 202605
LPL Financial LLC
CIK 0001403438
$92M5.5M0.02%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$92M5.5M0.03%Q2 202607
Invesco Ltd.
CIK 0000914208
$78M4.7M0.01%Q2 202608
TruWealth Advisors, LLC
CIK 0001834985
$78M4.7M3.76%Q1 202609
Clearstead Advisors, LLC
CIK 0000842775
$65M3.9M0.61%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$59M3.5M0.01%Q2 202611
Atlantic Union Bankshares Corp
CIK 0000883948
$53M3.2M0.89%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$49M2.9M0.00%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$47M2.8M0.01%Q2 202614
UBS Group AG
CIK 0001610520
$41M2.4M0.01%Q2 202615
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$38M2.3M2.96%Q2 202616
&PARTNERS
CIK 0000107136
$33M2.0M0.13%Q2 202617
TLWM
CIK 0001732537
$31M1.9M5.01%Q2 202618
Brookstone Capital Management
CIK 0001599584
$30M1.8M0.30%Q2 202619
MAI Capital Management
CIK 0001040197
$29M1.7M0.11%Q2 202620
IMA Advisory Services, Inc.
CIK 0001455495
$26M1.6M1.64%Q2 2026
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