13F Insight
DOSSIER · 13F Holders · Q2 2026
BSCW

INVESCO EXCH TRD SLF IDX FD

187 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 46139W858·187 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$875M
visible holders
Holders
187
filers reporting
Concentration
20.87%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

187 institutions reported BSCW in Q2 2026. Aptus Capital Advisors, LLC leads at 20.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$183M8.9M1.25%Q2 202602
MORGAN STANLEY
CIK 0000895421
$120M5.9M0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$100M4.9M0.03%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M2.7M0.01%Q2 202605
Atlantic Union Bankshares Corp
CIK 0000883948
$53M2.6M0.88%Q2 202606
LPL Financial LLC
CIK 0001403438
$49M2.4M0.01%Q2 202607
UBS Group AG
CIK 0001610520
$43M2.1M0.01%Q2 202608
Invesco Ltd.
CIK 0000914208
$40M1.9M0.00%Q2 202609
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$39M1.9M3.03%Q2 202610
MONECO Advisors, LLC
CIK 0001765690
$24M1.2M1.48%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$21M1.0M0.00%Q2 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$21M1.0M0.00%Q2 202613
Sterling Financial Group, Inc.
CIK 0001991301
$20M955K6.32%Q3 202514
Baird Financial Group, Inc.
CIK 0001648711
$17M836K0.02%Q2 202615
Capital Investment Counsel, LLC
CIK 0002033609
$16M792K2.01%Q2 202616
FORONJY FINANCIAL LLC
CIK 0002040600
$15M740K5.58%Q2 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M719K0.00%Q2 202618
Vishria Bird Financial Group, LLC
CIK 0001746438
$14M688K2.82%Q3 202519
Clark Asset Management, LLC
CIK 0002062026
$14M696K1.12%Q2 202620
&PARTNERS
CIK 0000107136
$14M691K0.06%Q2 2026
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