Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W767BULLETSHARE 2034BSMYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
45
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Confluence Investment Management LLC | 327.7K | $7.95M |
| 2 | Raymond James Financial Inc | 285.1K | $6.91M |
| 3 | Lpl Financial LLC | 249.2K | $6.04M |
| 4 | Bcs Wealth Management | 231.5K | $5.61M |
| 5 | Atlantic Union Bankshares Corp | 148.4K | $3.60M |
| 6 | Bank Of America Corp /De/ | 116.0K | $2.81M |
| 7 | Envision Financial Planning, LLC | 115.0K | $2.79M |
| 8 | Hills Bank & Trust Co | 110.2K | $2.67M |
| 9 | D.A. Davidson & Co. | 95.9K | $2.33M |
| 10 | Invesco Ltd. | 94.2K | $2.28M |