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

INVESCO EXCH TRD SLF IDX FD

114 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 46138J445·114 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$121M
visible holders
Holders
114
filers reporting
Concentration
9.27%
WELLS FARGO & COMPANY/MN #1
top holder share
AI Holders Summary · Q2 2026

114 institutions reported BSMU in Q2 2026. WELLS FARGO & COMPANY/MN leads at 9.3% 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
$11M513K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$10M476K0.00%Q3 202603
Hills Bank & Trust Co
CIK 0001309148
$9M405K0.38%Q2 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$8M365K0.01%Q3 202605
MORGAN STANLEY
CIK 0000895421
$7M328K0.00%Q2 202606
Stratos Wealth Advisors, LLC
CIK 0001707202
$7M319K0.38%Q2 202607
Invesco Ltd.
CIK 0000914208
$7M315K0.00%Q2 202608
Kathmere Capital Management, LLC
CIK 0001794543
$6M303K0.31%Q3 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M288K0.00%Q2 202610
HighTower Advisors, LLC
CIK 0001462245
$6M276K0.01%Q2 202611
Atlantic Union Bankshares Corp
CIK 0000883948
$6M251K0.09%Q2 202612
UBS Group AG
CIK 0001610520
$5M249K0.00%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M241K0.00%Q2 202614
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$5M240K0.77%Q3 202615
NewEdge Advisors, LLC
CIK 0001633516
$5M217K0.01%Q2 202616
Lido Advisors, LLC
CIK 0001650150
$4M195K0.01%Q3 202617
MONECO Advisors, LLC
CIK 0001765690
$4M174K0.21%Q3 202618
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M173K0.97%Q3 202619
Clark Asset Management, LLC
CIK 0002062026
$3M163K0.25%Q3 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M146K0.00%Q2 2026
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