Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W791INVESCO BULLETSHBSSXQ1 2026
Institutional Holders
63
13F filers
Shares Held
2.91M
Aggregate institutional
Institutional Value
$72.44M
Q1 2026
Net New Holders
+1
8 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased28
Decreased15
Sold out7
Institutional Holders
63 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 263.5K | $6.70M | −23.5K | Reduced |
| 2 | Confluence Investment Management LLC | 237.9K | $6.05M | −55.8K | Reduced |
| 3 | Atlantic Union Bankshares Corp | 185.4K | $4.71M | +18.3K | Added |
| 4 | Raymond James Financial Inc | 168.7K | $4.29M | −2.7K | Reduced |
| 5 | Bank Of America Corp /De/ | 167.1K | $4.25M | +53.7K | Added |
| 6 | Kestra Advisory Services, LLC | 155.9K | $3.96M | +7.4K | Added |
| 7 | Precedent Wealth Partners, LLC | 144.7K | $3.68M | +9.7K | Added |
| 8 | Hightower Advisors, LLC | 116.0K | $2.95M | +59.1K | Added |
| 9 | Sequoia Financial Advisors, LLC | 110.3K | $2.80M | −9.5K | Reduced |
| 10 | Hills Bank & Trust Co | 105.3K | $2.68M | +4.5K | Added |
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