Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W825INVESCO BULLETSHBSCXQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
17.1%
Max % of class reported
Institutional Holders
118
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Jan 10, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7.00M | $148.14M |
| 2 | Raymond James Financial Inc | 3.23M | $68.30M |
| 3 | Clearstead Advisors, LLC | 2.66M | $56.30M |
| 4 | Ameriprise Financial Inc | 2.50M | $52.84M |
| 5 | Lpl Financial LLC | 2.00M | $42.38M |
| 6 | Morgan Stanley | 1.90M | $40.28M |
| 7 | Invesco Ltd. | 861.6K | $18.22M |
| 8 | Wells Fargo & Company/Mn | 829.3K | $17.54M |
| 9 | Motley Fool Wealth Management, LLC | 543.5K | $11.49M |
| 10 | Baird Financial Group, Inc. | 530.7K | $11.22M |