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

INVESCO EXCH TRD SLF IDX FD

6 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 46138J817·Exchange Traded Fund·6 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$16M
visible holders
Holders
6
filers reporting
Concentration
70.96%
SUMMIT INVESTMENT ADVISORS, INC. #1
top holder share
AI Holders Summary · Q2 2025

6 institutions reported BSJP in Q2 2025. SUMMIT INVESTMENT ADVISORS, INC. leads at 71.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SUMMIT INVESTMENT ADVISORS, INC.
CIK 0002055275
$11M493K9.36%Q2 2025
02
Tyler-Stone Wealth Management
CIK 0001912584
$4M156K0.58%Q2 2025
03
Masso Torrence Wealth Management Inc.
CIK 0001903153
$600K26K0.25%Q3 2025
04
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$233K10K0.00%Q2 2025
05
Monterey Private Wealth, Inc.
CIK 0001839826
$212K9K0.06%Q1 2025
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025