DOSSIER · 13F Holders · Q1 2026Defensive growthQuality

BSCX

INVESCO EXCH TRD SLF IDX FD

126 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46139W825·126 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 2.5%

vs prior quarter

13F value held

$553M

58.0% inst. owned

of float

Holders

126

-47 QoQ

filers reporting

Activity

+76 / −47

+984 added · −860 reduced

this quarter

Concentration

26.79%

Aptus Capital Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

126 institutions reported BSCX in Q1 2026. Aptus Capital Advisors, LLC leads at 26.8% of the visible book. -47 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

Aptus Capital Advisors, LLC

$148M7.0M1.16%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

$68M3.2M0.02%Q1 2026 03

Clearstead Advisors, LLC

$56M2.7M0.51%Q1 2026 04

AMERIPRISE FINANCIAL INC

$53M2.5M0.01%Q1 2026 05

LPL Financial LLC

$42M2.0M0.01%Q1 2026 06

$40M1.9M0.00%Q1 2026 07

$18M862K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

$18M829K0.00%Q1 2026 09

Motley Fool Wealth Management, LLC

$11M543K1.30%Q1 2026 10

Baird Financial Group, Inc.

$11M531K0.02%Q1 2026 11

COOKSON PEIRCE & CO INC

$10M496K0.44%Q1 2026 12

JONES FINANCIAL COMPANIES LLLP

$10M494K0.01%Q1 2026 13

Parkway Wealth Management Group, LLC

$10M476K1.28%Q1 2026 14

BCS Wealth Management

$9M433K1.87%Q1 2026 15

Clark Asset Management, LLC

$9M423K0.84%Q1 2026 16

BANK OF AMERICA CORP /DE/

$9M414K0.00%Q1 2026 17

ROYAL BANK OF CANADA

$8M383K0.00%Q1 2026 18

Modern Wealth Management, LLC

$7M337K0.12%Q1 2026 19

Equitable Holdings, Inc.

$7M313K0.04%Q1 2026 20

Kaye Capital Management

$6M299K2.44%Q2 2025

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