# INVESCO EXCH TRD SLF IDX FD (BSJW)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSJW/

- Reporting holders: 21
- Reported value: $15.6M
- 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 |
|---|---|---|---|---|
| [Equitable Holdings, Inc.](https://holderbook.com/funds/1333986-equitable-holdings-inc/) | $2.7M | 108,523 | 0.0% | 3 |
| [MONECO ADVISORS, LLC](https://holderbook.com/funds/1765690-moneco-advisors-llc/) | $2.2M | 87,707 | 0.1% | 6 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $1.8M | 72,070 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.7M | 66,574 | 0.0% | 7 |
| [Ark Wealth Advisors LLC](https://holderbook.com/funds/2110109-ark-wealth-advisors-llc/) | $1.3M | 50,226 | 1.1% | 2 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $1.1M | 44,969 | 0.0% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $942.1K | 37,244 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $844.2K | 33,366 | 0.0% | 6 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $575.7K | 22,760 | 0.0% | 1 |
| [4Thought Financial Group Inc.](https://holderbook.com/funds/1840261-4thought-financial-group-inc/) | $433.3K | 17,132 | 0.2% | 7 |
| [VestGen Advisors, LLC](https://holderbook.com/funds/2050130-vestgen-advisors-llc/) | $430.2K | 17,007 | 0.0% | 2 |
| [SFE Investment Counsel](https://holderbook.com/funds/1317784-sfe-investment-counsel/) | $401.7K | 15,880 | 0.1% | 1 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $356.9K | 14,108 | 0.0% | 5 |
| [Alaska Permanent Capital Management, LLC](https://holderbook.com/funds/1426771-alaska-permanent-capital-management-llc/) | $258.2K | 10,237 | 0.0% | 2 |
| [IMA Advisory Services, Inc.](https://holderbook.com/funds/1455495-ima-advisory-services-inc/) | $200.4K | 7,922 | 0.0% | 1 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $152.4K | 6,023 | 0.0% | 3 |
| [Larson Financial Group LLC](https://holderbook.com/funds/1731061-larson-financial-group-llc/) | $56.5K | 2,234 | 0.0% | 2 |
| [Asset Dedication, LLC](https://holderbook.com/funds/1475896-asset-dedication-llc/) | $20.0K | 792 | 0.0% | 2 |
| [Capital Analysts, LLC](https://holderbook.com/funds/1624758-capital-analysts-llc/) | $10.0K | 385 | 0.0% | 8 |
| [Community Financial Services Group, LLC](https://holderbook.com/funds/1537319-community-financial-services-group-llc/) | $3.2K | 125 | 0.0% | 2 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $1.6K | 65 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 21 | $15.6M |
| Q1 2026 | 19 | $10.4M |
| Q4 2025 | 13 | $8.6M |
| Q3 2025 | 14 | $9.1M |
| Q2 2025 | 14 | $10.3M |
| Q1 2025 | 11 | $4.8M |
| Q4 2024 | 6 | $3.5M |
| Q3 2024 | 2 | $10.0K |