Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W841BULLETSHS 2030BSJUQ1 2026
Institutional Holders
75
13F filers
Shares Held
5.81M
Aggregate institutional
Institutional Value
$147.91M
Q1 2026
Net New Holders
+5
13 new · 8 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased43
Decreased11
Sold out8
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 624.3K | $15.98M | +87.6K | Added |
| 2 | Legacy Financial Group LLC | 560.9K | $14.35M | +15.2K | Added |
| 3 | Mercer Global Advisors Inc /Adv | 378.4K | $9.68M | −15.6K | Reduced |
| 4 | Trinity Legacy Partners, LLC | 362.3K | $9.42M | +10.1K | Added |
| 5 | Equitable Holdings, Inc. | 334.7K | $8.74M | +70.2K | Added |
| 6 | Rpg Family Wealth Advisory, LLC | 301.0K | $7.70M | +1.5K | Added |
| 7 | Sfe Investment Counsel | 250.5K | $6.41M | +7.7K | Added |
| 8 | Gpm Growth Investors, Inc. | 218.0K | $5.58M | +11.0K | Added |
| 9 | Morgan Stanley | 201.6K | $5.16M | +17.7K | Added |
| 10 | Cetera Investment Advisers | 173.3K | $4.43M | +78.0K | Added |
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