Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W817INVESCO BULLETSHBSJVQ1 2026
Institutional Holders
49
13F filers
Shares Held
1.74M
Aggregate institutional
Institutional Value
$44.32M
Q1 2026
Net New Holders
+10
13 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased21
Decreased4
Sold out3
Institutional Holders
49 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Leo Wealth, LLC | 282.5K | $7.34M | +8.0K | Added |
| 2 | Equitable Holdings, Inc. | 266.9K | $7.13M | +25.4K | Added |
| 3 | Lpl Financial LLC | 249.2K | $6.48M | +44.8K | Added |
| 4 | Concurrent Investment Advisors, LLC | 107.1K | $2.78M | −6.7K | Reduced |
| 5 | Sfe Investment Counsel | 91.8K | $2.39M | +23.5K | Added |
| 6 | Morgan Stanley | 91.6K | $2.38M | +14.5K | Added |
| 7 | Raymond James Financial Inc | 76.4K | $1.99M | +2.1K | Added |
| 8 | Lbmc Investment Advisors, LLC | 49.7K | $1.29M | +49.7K | New |
| 9 | Royal Bank Of Canada | 47.9K | $1.25M | +2.1K | Added |
| 10 | Moneco Advisors, LLC | 47.5K | $1.23M | +11.2K | Added |
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