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

INVESCO EXCH TRD SLF IDX FD

73 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 46139W791·73 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$67M
visible holders
Holders
73
filers reporting
Concentration
11.17%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported BSSX in Q2 2026. LPL Financial LLC leads at 11.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$8M291K0.00%Q2 202602
Atlantic Union Bankshares Corp
CIK 0000883948
$6M234K0.10%Q2 202603
CONFLUENCE INVESTMENT MANAGEMENT LLC
CIK 0001442056
$6M220K0.09%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M197K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M168K0.00%Q2 202606
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M156K0.67%Q2 202607
Sterling Financial Group, Inc.
CIK 0001991301
$4M154K1.25%Q3 202508
Kestra Advisory Services, LLC
CIK 0001830819
$4M152K0.01%Q2 202609
HighTower Advisors, LLC
CIK 0001462245
$3M134K0.00%Q2 202610
Hills Bank & Trust Co
CIK 0001309148
$3M134K0.15%Q2 202611
Legacy Private Trust Co.
CIK 0001352547
$3M112K0.16%Q2 202612
Envision Financial Planning, LLC
CIK 0001964460
$3M108K0.91%Q2 202613
Sequoia Financial Advisors, LLC
CIK 0001599900
$3M102K0.01%Q2 202614
Invesco Ltd.
CIK 0000914208
$2M91K0.00%Q2 202615
MORGAN STANLEY
CIK 0000895421
$2M91K0.00%Q2 202616
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M64K0.05%Q1 202617
Clark Asset Management, LLC
CIK 0002062026
$1M51K0.10%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1M51K0.00%Q2 202619
Lido Advisors, LLC
CIK 0001650150
$1M51K0.00%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M48K0.00%Q2 2026
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