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

INVESCO EXCH TRD SLF IDX FD

146 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 46138J510·146 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$122M
visible holders
Holders
146
filers reporting
Concentration
10.55%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

146 institutions reported BSMQ in Q2 2026. WELLS FARGO & COMPANY/MN leads at 10.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M547K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$11M461K0.00%Q2 202603
Invesco Ltd.
CIK 0000914208
$10M422K0.00%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M417K0.00%Q2 202605
TRUIST FINANCIAL CORP
CIK 0000092230
$8M336K0.01%Q2 202606
Key FInancial Inc
CIK 0001801720
$7M293K1.13%Q2 202607
Integrated Wealth Concepts LLC
CIK 0001737109
$6M261K0.03%Q2 202608
MORGAN STANLEY
CIK 0000895421
$6M248K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M221K0.01%Q2 202610
Atlantic Union Bankshares Corp
CIK 0000883948
$5M220K0.09%Q2 202611
Asset Dedication, LLC
CIK 0001475896
$5M207K0.31%Q2 202612
HUB Investment Partners, LLC
CIK 0001841815
$5M201K0.09%Q2 202613
NewEdge Advisors, LLC
CIK 0001633516
$5M197K0.01%Q2 202614
UBS Group AG
CIK 0001610520
$4M189K0.00%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M177K0.00%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M167K0.00%Q2 202617
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$4M156K0.01%Q1 202618
MONECO Advisors, LLC
CIK 0001765690
$4M156K0.22%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$4M155K0.00%Q2 202620
Summit Financial, LLC
CIK 0001765536
$4M155K0.04%Q2 2026
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