DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
BSJQ

INVESCO EXCH TRD SLF IDX FD

198 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 46138J635·Exchange Traded Fund·198 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$369M
visible holders
Holders
198
filers reporting
Concentration
16.87%
Mirador Capital Partners LP #1
top holder share
AI Holders Summary · Q2 2026

198 institutions reported BSJQ in Q2 2026. Mirador Capital Partners LP leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mirador Capital Partners LP
CIK 0001633446
$62M2.7M7.63%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$44M1.9M0.01%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$31M1.4M0.00%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$28M1.2M0.03%Q2 2026
05
Jaffetilchin Investment Partners, LLC
CIK 0001404652
$24M1.0M1.41%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M924K0.00%Q2 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M845K0.02%Q2 2026
08
COLLECTIVE FAMILY OFFICE LLC
CIK 0001845066
$15M666K3.13%Q2 2026
09
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$14M599K0.02%Q2 2026
10
UBS Group AG
CIK 0001610520
$14M598K0.00%Q2 2026
11
Migdal Insurance & Financial Holdings Ltd.
CIK 0001415912
$13M561K0.08%Q2 2026
12
Advisory Alpha, LLC
CIK 0001576762
$12M508K0.29%Q2 2026
13
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M441K1.17%Q2 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M433K0.00%Q2 2026
15
Cornerstone Planning, LLC
CIK 0001802105
$10M428K2.27%Q2 2026
16
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$9M394K0.06%Q1 2026
17
Leo Wealth, LLC
CIK 0001912202
$9M370K0.62%Q1 2026
18
Delta Investment Management, LLC
CIK 0001757043
$8M361K1.37%Q2 2026
19
Lido Advisors, LLC
CIK 0001650150
$8M347K0.02%Q2 2026
20
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$8M341K0.16%Q2 2026
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