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

INVESCO EXCH TRD SLF IDX FD

77 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 46139W833·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$102M
visible holders
Holders
77
filers reporting
Concentration
12.71%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported BSMW in Q2 2026. MORGAN STANLEY leads at 12.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M517K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$12M459K0.00%Q2 202603
Stratos Wealth Advisors, LLC
CIK 0001707202
$7M282K0.39%Q2 202604
Lido Advisors, LLC
CIK 0001650150
$7M279K0.02%Q2 202605
Atlantic Union Bankshares Corp
CIK 0000883948
$7M274K0.12%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M233K0.00%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$6M228K0.00%Q2 202608
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$5M197K0.08%Q2 202609
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M173K0.72%Q2 202610
Invesco Ltd.
CIK 0000914208
$4M173K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M157K0.00%Q2 202612
UBS Group AG
CIK 0001610520
$4M153K0.00%Q2 202613
Hills Bank & Trust Co
CIK 0001309148
$4M144K0.15%Q2 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M126K0.00%Q2 202615
MONECO Advisors, LLC
CIK 0001765690
$3M120K0.18%Q2 202616
Envision Financial Planning, LLC
CIK 0001964460
$3M120K0.98%Q2 202617
Legacy Private Trust Co.
CIK 0001352547
$3M116K0.16%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$3M109K0.01%Q2 202619
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M108K0.00%Q2 202620
HighTower Advisors, LLC
CIK 0001462245
$2M97K0.00%Q2 2026
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