INVESCO EXCH TRD SLF IDX FD
CUSIP 46139W817
Invesco Exch Trd Slf Idx Fd has 49 institutional holders in Filings Flow’s 13F database, together reporting 1.72M shares worth $44M as of Q1 2026. The largest reported holders are Leo Wealth, LLC, Equitable Holdings, Inc., and Lpl Financial LLC.
Institutional Holders
49
Q1 2026
Reported Value
$44M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ark Wealth Advisors LLC$101M AUM | 1.00% | $1M | 38.7K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.53% | $7M | 282.5K | Q1 2026OLDER |
| SFE Investment Counsel$635M AUM | 0.38% | $2M | 91.8K | Q1 2026OLDER |
| Jessup Wealth Management, Inc$274M AUM | 0.30% | $829,912 | 31.9K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.20% | $412,557 | 15.9K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.10% | $1M | 47.5K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.09% | $209,650 | 8.1K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.08% | $209,776 | 8.1K | Q1 2026OLDER |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.08% | $1M | 49.7K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.07% | $411,354 | 15.4K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.05% | $7M | 266.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 85.6K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.03% | $3M | 107.1K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.03% | $166,368 | 6.4K | Q1 2026OLDER |
| Alaska Wealth Advisors, LLC$833M AUM | 0.03% | $243,950 | 9.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.03% | $343,082 | 13.2K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.02% | $245,392 | 9.4K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.02% | $1M | 44.9K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.01% | $194,429 | 7.5K | Q1 2026OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.01% | $643,871 | 24.8K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $417,183 | 15.9K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $439,788 | 16.9K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $385,948 | 14.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $229,167 | 8.8K | Q1 2026OLDER |
| Topsail Wealth Management, LLC$678M AUM | 0.00% | $22,616 | 870 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $273,303 | 10.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $98,930 | 3.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 249.2K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $9,488 | 365 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $46,921 | 1.8K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $19,887 | 765 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $889,231 | 34.2K | Q1 2026OLDER |
| RHL GROUP, LLC$117M AUM | 0.00% | $962 | 37 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $2M | 76.4K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $430,906 | 16.1K | Q4 2025OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,282 | 125 | Q2 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $261,862 | 10.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 47.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $32,040 | 1.2K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 77.2K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $4,055 | 156 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $980,037 | 37.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $414,522 | 15.5K | Q3 2025OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $107 | 4 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $13,231 | 509 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $186,436 | 7.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $54,519 | 2.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $4,081 | 157 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $48,663 | 1.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $1,378 | 53 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1,768 | 68 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $18 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.