Institutional Ownership
Invesco Exch Trd Slf Idx Fd
CUSIP 46139W841BULLETSHS 2030BSJUQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
25.0%
Max % of class reported
Institutional Holders
75
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Sep 11, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Sep 11, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | — | — | SEC |
| 2 | Jun 8, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 8.3% | 33.4K | SEC |
| 3 | Apr 6, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 11.5% | 34.4K | SEC |
| 4 | Feb 9, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 17.2% | 34.5K | SEC |
| 5 | Jan 9, 2023 | Baird Robert W & Co Inc /Wi/ | 13G/A | 17.2% | 34.5K | SEC |
| 6 | Dec 9, 2022 | Baird Robert W & Co Inc /Wi/ | 13G | 25.0% | 50.1K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 624.3K | $15.98M |
| 2 | Legacy Financial Group LLC | 560.9K | $14.35M |
| 3 | Mercer Global Advisors Inc /Adv | 378.4K | $9.68M |
| 4 | Trinity Legacy Partners, LLC | 362.3K | $9.42M |
| 5 | Equitable Holdings, Inc. | 334.7K | $8.74M |
| 6 | Rpg Family Wealth Advisory, LLC | 301.0K | $7.70M |
| 7 | Sfe Investment Counsel | 250.5K | $6.41M |
| 8 | Gpm Growth Investors, Inc. | 218.0K | $5.58M |
| 9 | Morgan Stanley | 201.6K | $5.16M |
| 10 | Cetera Investment Advisers | 173.3K | $4.43M |