Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W775BULLETSHARES 203BSJWQ1 2026
Institutional Holders
19
13F filers
Shares Held
413.9K
Aggregate institutional
Institutional Value
$10.21M
Q1 2026
Net New Holders
+7
8 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased4
Decreased4
Sold out1
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Moneco Advisors, LLC | 87.4K | $2.20M | +4.0K | Added |
| 2 | Lpl Financial LLC | 74.2K | $1.87M | −1.4K | Reduced |
| 3 | Royal Bank Of Canada | 55.6K | $1.40M | +5.3K | Added |
| 4 | Raymond James Financial Inc | 44.4K | $1.12M | +6.0K | Added |
| 5 | Ark Wealth Advisors LLC | 40.0K | $1.01M | +40.0K | New |
| 6 | Osaic Holdings, Inc. | 24.5K | $617.8K | −3.9K | Reduced |
| 7 | 4thought Financial Group Inc. | 16.3K | $411.6K | −895 | Reduced |
| 8 | Equitable Holdings, Inc. | 14.7K | $378.4K | +966 | Added |
| 9 | Vestgen Advisors, LLC | 14.5K | $367.3K | +14.5K | New |
| 10 | Bank Of America Corp /De/ | 12.9K | $326.0K | −31 | Reduced |
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