# INVESCO EXCH TRD SLF IDX FD (BSJR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSJR/

- Reporting holders: 11
- Reported value: $96.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $71.3M | 3,226,238 | 8.3% | 5 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $18.3M | 828,959 | 3.8% | 6 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $2.9M | 130,191 | 1.8% | 17 |
| [S.E.E.D. Planning Group LLC](https://holderbook.com/funds/1765515-s-e-e-d-planning-group-llc/) | $2.0M | 90,585 | 0.5% | 11 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $918.3K | 41,544 | 0.0% | 4 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $695.4K | 31,396 | 0.3% | 15 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $223.3K | 10,101 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $50.6K | 2,290 | 0.0% | 11 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $45.8K | 2,073 | 0.0% | 6 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $29.9K | 1,353 | 0.0% | 10 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $14.3K | 645 | 0.0% | 7 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $30 | 1,374 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $96.5M |
| Q2 2026 | 168 | $602.8M |
| Q1 2026 | 169 | $586.1M |
| Q4 2025 | 157 | $474.6M |
| Q3 2025 | 141 | $384.7M |
| Q2 2025 | 135 | $311.2M |
| Q1 2025 | 125 | $267.2M |
| Q4 2024 | 116 | $1.6B |
| Q3 2024 | 98 | $168.3M |
| Q2 2024 | 81 | $122.6M |
| Q1 2024 | 69 | $113.3M |
| Q4 2023 | 67 | $100.8M |