INVESCO EXCH TRD SLF IDX FD (BSJW)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
20
Reporting holders
$15.6M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | $2.7M | 108,523 | 0.02% | 3q | +639.8%+$2.4M |
| MONECO ADVISORS, LLC | $2.2M | 87,707 | 0.14% | 6q | HELD |
| LPL Financial LLC | $1.8M | 72,070 | 0.00% | 6q | -2.9%-$54.2K |
| ROYAL BANK OF CANADA | $1.7M | 66,574 | 0.00% | 7q | +19.7%+$277.2K |
| Ark Wealth Advisors LLC | $1.3M | 50,226 | 1.13% | 2q | +25.6%+$258.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 44,969 | 0.00% | 7q | +1.4%+$15.3K |
| MORGAN STANLEY | $942.1K | 37,244 | 0.00% | 2q | +3624.4%+$916.8K |
| OSAIC HOLDINGS, INC. | $844.2K | 33,366 | 0.00% | 6q | +36.0%+$223.4K |
| JANE STREET GROUP, LLC | $575.7K | 22,760 | 0.00% | new | NEW |
| 4Thought Financial Group Inc. | $433.3K | 17,132 | 0.20% | 7q | +4.8%+$19.8K |
| VestGen Advisors, LLC | $430.2K | 17,007 | 0.01% | 2q | +17.5%+$64.1K |
| SFE Investment Counsel | $401.7K | 15,880 | 0.05% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $356.9K | 14,108 | 0.00% | 5q | +9.0%+$29.4K |
| Alaska Permanent Capital Management, LLC | $258.2K | 10,237 | 0.02% | 2q | HELD |
| IMA Advisory Services, Inc. | $200.4K | 7,922 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $152.4K | 6,023 | 0.00% | 3q | HELD |
| Larson Financial Group LLC | $56.5K | 2,234 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $20.0K | 792 | 0.00% | 2q | HELD |
| Community Financial Services Group, LLC | $3.2K | 125 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $1.6K | 65 | 0.00% | 5q | HELD |
| Capital Analysts, LLC | $10 | 385 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 20 | $15.6M | 614,964 | 3 | 9 | 1 | 0.0% |
| Q1 2026 | 17 | $10.2M | 404,996 | 7 | 4 | 3 | 0.0% |
| Q4 2025 | 11 | $8.4M | 326,151 | 2 | 4 | 2 | 0.0% |
| Q3 2025 | 12 | $8.8M | 342,827 | 3 | 5 | 2 | 0.0% |
| Q2 2025 | 12 | $10.1M | 393,186 | 3 | 5 | 2 | 0.0% |
| Q1 2025 | 10 | $4.8M | 192,161 | 5 | 3 | 1 | 0.0% |
| Q4 2024 | 5 | $3.5M | 138,066 | 4 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $36 | 386 | 2 | 0 | 0 | 0.0% |