13F Insight
DOSSIER · 13F Holders · Q3 2026
BSJR

INVESCO EXCH TRD SLF IDX FD

175 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J585·175 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$433M
visible holders
Holders
175
filers reporting
Concentration
16.46%
Mirador Capital Partners LP #1
top holder share
AI Holders Summary · Q3 2026

175 institutions reported BSJR in Q3 2026. Mirador Capital Partners LP leads at 16.5% 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
$71M3.2M8.30%Q3 202602
LPL Financial LLC
CIK 0001403438
$47M2.1M0.01%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$38M1.7M0.03%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$32M1.4M0.01%Q2 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M1.2M0.00%Q2 202606
MORGAN STANLEY
CIK 0000895421
$26M1.1M0.00%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$22M986K0.03%Q2 202608
COLLECTIVE FAMILY OFFICE LLC
CIK 0001845066
$18M829K3.78%Q3 202609
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$17M769K0.36%Q2 202610
Accurate Wealth Management, LLC
CIK 0001877728
$17M744K1.43%Q3 202611
Altium Investment Strategies LLC
CIK 0002131949
$17M744K18.91%Q3 202612
Larson Financial Group LLC
CIK 0001731061
$16M713K0.42%Q2 202613
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$15M660K0.02%Q2 202614
BANK OF AMERICA CORP /DE/
CIK 0000070858
$12M556K0.00%Q2 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$12M522K0.02%Q2 202616
Advisory Alpha, LLC
CIK 0001576762
$10M465K0.26%Q2 202617
Parkway Wealth Management Group, LLC
CIK 0002065679
$10M463K1.18%Q3 202618
UBS Group AG
CIK 0001610520
$9M400K0.00%Q2 202619
Verity Asset Management, Inc.
CIK 0001597298
$8M363K3.07%Q2 202620
SFE Investment Counsel
CIK 0001317784
$8M359K1.08%Q2 2026
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