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

INVESCO EXCH TRD SLF IDX FD

141 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 46139W825·141 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$623M
visible holders
Holders
141
filers reporting
Concentration
26.87%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

141 institutions reported BSCX in Q2 2026. Aptus Capital Advisors, LLC leads at 26.9% 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
$167M8.0M1.15%Q2 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$74M3.5M0.01%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$72M3.4M0.02%Q2 202604
Clearstead Advisors, LLC
CIK 0000842775
$58M2.8M0.55%Q2 202605
LPL Financial LLC
CIK 0001403438
$44M2.1M0.01%Q2 202606
MORGAN STANLEY
CIK 0000895421
$28M1.3M0.00%Q2 202607
IMA Advisory Services, Inc.
CIK 0001455495
$25M1.2M1.58%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M916K0.00%Q2 202609
Invesco Ltd.
CIK 0000914208
$19M911K0.00%Q2 202610
Janney Montgomery Scott LLC
CIK 0001329948
$13M630K0.03%Q1 202611
Baird Financial Group, Inc.
CIK 0001648711
$13M623K0.02%Q2 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M567K0.00%Q2 202613
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$11M535K0.00%Q2 202614
Clark Asset Management, LLC
CIK 0002062026
$11M519K0.86%Q2 202615
COOKSON PEIRCE & CO INC
CIK 0001141455
$11M516K0.36%Q2 202616
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M480K1.17%Q2 202617
BCS Wealth Management
CIK 0001798172
$9M449K1.70%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M441K0.00%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$8M398K0.00%Q2 202620
Modern Wealth Management, LLC
CIK 0002001900
$7M337K0.12%Q1 2026
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