BSJOINVESCO EXCH TRD SLF IDX FD
CUSIP 46138J833 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exch Trd Slf Idx Fd (BSJO) has 2 institutional holders in Filings Flow’s 13F database, together reporting 436.4K shares worth $10M as of Q4 2024. The largest reported holders are Mirador Capital Partners LP, Cetera Investment Advisers, and Envestnet Asset Management Inc.
Institutional Holders
2
Q4 2024
Reported Value
$10M
Ticker
BSJO
Quarters Tracked
24
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Mirador Capital Partners LP$817M AUM | 7.04% | $39M | 1.72M | Q3 2024OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.04% | $17M | 753.5K | Q3 2024OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $14M | 633.9K | Q3 2024OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $14M | 630.6K | Q3 2024OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.11% | $13M | 576.1K | Q3 2024OLDER |
| CWM, LLC$38.1B AUM | 0.04% | $10M | 442.0K | Q3 2024OLDER |
| Intrua Financial, LLC$969M AUM | 1.66% | $10M | 435.4K | Q4 2024 |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 2.10% | $9M | 412.3K | Q3 2024OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 10.54% | $9M | 394.4K | Q2 2024OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.32% | $9M | 394.3K | Q3 2024OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.54% | $8M | 349.9K | Q3 2024OLDER |
| COLLECTIVE FAMILY OFFICE LLC$489M AUM | 2.23% | $8M | 334.4K | Q2 2024OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.09% | $8M | 331.0K | Q3 2024OLDER |
| Delta Investment Management, LLC$559M AUM | 1.49% | $7M | 297.1K | Q2 2024OLDER |
| Kaye Capital Management$260M AUM | 2.53% | $6M | 278.1K | Q3 2024OLDER |
| OLD SECOND NATIONAL BANK OF AURORA$484M AUM | 1.59% | $6M | 269.5K | Q1 2024OLDER |
| Ironwood Financial, llc$573M AUM | 1.32% | $6M | 258.9K | Q2 2024OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.01% | $5M | 218.0K | Q3 2024OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $5M | 213.1K | Q3 2024OLDER |
| Ocean Park Asset Management, LLC$1.7B AUM | 0.23% | $5M | 209.8K | Q2 2024OLDER |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.01% | $5M | 208.5K | Q3 2024OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $4M | 183.1K | Q3 2024OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 179.0K | Q3 2024OLDER |
| RAYMOND JAMES & ASSOCIATES$164.1B AUM | 0.00% | $4M | 164.9K | Q3 2024OLDER |
| Oder Investment Management, LLC$130M AUM | 3.19% | $4M | 163.5K | Q3 2024OLDER |
| Verity Asset Management, Inc.$238M AUM | 1.34% | $4M | 157.0K | Q3 2024OLDER |
| EVEXIA WEALTH LLC$364M AUM | 1.13% | $3M | 139.8K | Q3 2024OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.58% | $3M | 134.8K | Q3 2024OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 133.8K | Q3 2024OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.08% | $3M | 133.6K | Q3 2024OLDER |
| PRIVATE CLIENT SERVICES, LLC$381M AUM | 1.79% | $3M | 125.4K | Q2 2024OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $3M | 120.9K | Q3 2024OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 119.2K | Q3 2024OLDER |
| Capital Analysts, LLC$3.8B AUM | 0.10% | $2M | 109.7K | Q3 2024OLDER |
| River Street Advisors LLC$296M AUM | 1.63% | $2M | 106.3K | Q1 2024OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.01% | $2M | 104.0K | Q3 2024OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $2M | 103.6K | Q3 2024OLDER |
| Northwest Bancshares, Inc.$502M AUM | 0.40% | $2M | 102.9K | Q3 2024OLDER |
| Paradiem, LLC$454M AUM | 0.55% | $2M | 101.8K | Q3 2024OLDER |
| Horizons Wealth Management$152M AUM | 1.73% | $2M | 99.1K | Q3 2024OLDER |
| FCA CORP /TX$354M AUM | 0.68% | $2M | 93.8K | Q2 2024OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 91.8K | Q3 2024OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $2M | 91.7K | Q3 2024OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.98% | $2M | 91.6K | Q1 2024OLDER |
| S.E.E.D. Planning Group LLC$344M AUM | 0.65% | $2M | 86.9K | Q3 2024OLDER |
| Pacific Wealth Strategies Group, Inc.$174M AUM | 1.41% | $2M | 83.7K | Q3 2024OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $2M | 83.2K | Q3 2024OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.59% | $2M | 78.6K | Q3 2024OLDER |
| REBALANCE, LLC$1.7B AUM | 0.13% | $2M | 78.2K | Q3 2024OLDER |
| Werba Rubin Papier Wealth Management$718M AUM | 0.41% | $2M | 76.3K | Q3 2024OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 71.8K | Q3 2024OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 71.5K | Q3 2024OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.47% | $2M | 71.1K | Q3 2024OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.07% | $2M | 69.4K | Q3 2024OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 67.6K | Q3 2024OLDER |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.08% | $1M | 64.2K | Q1 2024OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.04% | $1M | 61.1K | Q3 2024OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $1M | 61.0K | Q3 2024OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.55% | $1M | 60.2K | Q1 2024OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.12% | $1M | 59.4K | Q3 2024OLDER |
| Blue Barn Wealth, LLC$69M AUM | 0.67% | $1M | 57.5K | Q3 2024OLDER |
| Ballew Advisors, Inc$194M AUM | 0.85% | $1M | 55.9K | Q3 2024OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.02% | $1M | 50.1K | Q2 2024OLDER |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.01% | $1M | 48.1K | Q3 2024OLDER |
| Sound Stewardship, LLC$218M AUM | 0.60% | $1M | 47.3K | Q3 2024OLDER |
| Retirement Solution LLC$423M AUM | 0.25% | $1M | 45.5K | Q3 2024OLDER |
| Masso Torrence Wealth Management Inc.$240M AUM | 0.54% | $997,463 | 43.9K | Q3 2024OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.06% | $996,561 | 43.9K | Q3 2024OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $888,761 | 39.1K | Q3 2024OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.03% | $862,922 | 38.0K | Q1 2024OLDER |
| Gradient Investments LLC$7.2B AUM | 0.02% | $822,572 | 36.2K | Q3 2024OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.51% | $821,998 | 36.2K | Q3 2024OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $821,111 | 36.1K | Q3 2024OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $797,904 | 35.1K | Q3 2024OLDER |
| Key FInancial Inc$562M AUM | 0.17% | $775,979 | 34.2K | Q3 2024OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $775,925 | 34.2K | Q3 2024OLDER |
| SFE Investment Counsel$635M AUM | 0.15% | $739,854 | 32.6K | Q3 2024OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.21% | $732,373 | 32.2K | Q3 2024OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.04% | $722,934 | 32.0K | Q3 2024OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $711,318 | 31.3K | Q2 2024OLDER |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$5.8B AUM | 0.02% | $682,201 | 30.0K | Q3 2024OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $681,549 | 30.0K | Q3 2024OLDER |
| Stablepoint Partners, LLC$723M AUM | 0.12% | $677,420 | 29.8K | Q3 2024OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.01% | $676,545 | 29.8K | Q3 2024OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $669,301 | 29.5K | Q3 2024OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.03% | $668,127 | 29.4K | Q3 2024OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.13% | $659,993 | 29.0K | Q3 2024OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.06% | $616,462 | 27.1K | Q3 2024OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $607,701 | 26.7K | Q3 2024OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.06% | $594,355 | 26.2K | Q3 2024OLDER |
| CRA Financial Services, LLC$770M AUM | 0.10% | $571,726 | 25.2K | Q3 2024OLDER |
| Flaharty Asset Management, LLC$70M AUM | 0.08% | $545,621 | 24.0K | Q3 2024OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.02% | $540,460 | 23.8K | Q3 2024OLDER |
| BCS Wealth Management$490M AUM | 0.22% | $523,000 | 23.0K | Q3 2024OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.02% | $519,410 | 23.0K | Q3 2024OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $502,000 | 22.1K | Q3 2024OLDER |
| Private Advisory Group LLC$1.5B AUM | 0.06% | $501,363 | 22.1K | Q3 2024OLDER |
| WFA of San Diego, LLC$125M AUM | 0.40% | $479,915 | 21.1K | Q3 2024OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.04% | $472,000 | 20.8K | Q3 2024OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.04% | $457,307 | 20.1K | Q3 2024OLDER |
| Wealthstar Advisors, LLC$213M AUM | 0.15% | $420,390 | 18.5K | Q1 2024OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $406,954 | 17.9K | Q3 2024OLDER |
| Quad-Cities Investment Group, LLC$278M AUM | 0.19% | $379,602 | 16.7K | Q3 2024OLDER |
| Straight Path Wealth Management$374M AUM | 0.16% | $373,759 | 16.5K | Q3 2024OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $362,496 | 16.0K | Q2 2024OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.02% | $358,213 | 15.8K | Q3 2024OLDER |
| VOISARD ASSET MANAGEMENT GROUP, INC.$469M AUM | 0.15% | $356,023 | 15.7K | Q3 2024OLDER |
| WESPAC Advisors, LLC$183M AUM | 0.26% | $352,364 | 15.5K | Q3 2024OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $350,217 | 15.4K | Q3 2024OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $342,686 | 15.1K | Q3 2024OLDER |
| American Planning Services, Inc.$126M AUM | 0.26% | $333,734 | 14.7K | Q3 2024OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $332,506 | 14.6K | Q3 2024OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.02% | $330,193 | 14.5K | Q3 2024OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $322,630 | 14.2K | Q1 2024OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 0.04% | $317,626 | 14.0K | Q3 2024OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $316,000 | 13.9K | Q3 2024OLDER |
| IRON Financial LLC$229M AUM | 0.17% | $308,332 | 13.6K | Q3 2024OLDER |
| Net Worth Advisory Group$482M AUM | 0.09% | $297,246 | 13.1K | Q3 2024OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $296,860 | 13.1K | Q3 2024OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $282,406 | 12.4K | Q3 2024OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $275,989 | 12.1K | Q3 2024OLDER |
| Meridian Financial Advisors, LLC$183M AUM | 0.18% | $274,787 | 12.1K | Q3 2024OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 0.05% | $273,382 | 12.0K | Q3 2024OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $272,708 | 12.0K | Q3 2024OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $266,687 | 11.7K | Q3 2024OLDER |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.01% | $261,232 | 11.5K | Q3 2024OLDER |
| HORIZON FINANCIAL SERVICES, LLC$226M AUM | 0.15% | $251,601 | 11.1K | Q3 2024OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $241,397 | 10.6K | Q3 2024OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.02% | $238,560 | 10.5K | Q3 2024OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.02% | $234,963 | 10.3K | Q1 2024OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.02% | $228,563 | 10.1K | Q3 2024OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $213,977 | 9.4K | Q3 2024OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $207,621 | 9.1K | Q3 2024OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $207,615 | 9.1K | Q3 2024OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.02% | $204,570 | 9.0K | Q1 2024OLDER |
| TI-TRUST, INC$168M AUM | 0.15% | $203,117 | 8.9K | Q3 2024OLDER |
| Carmel Capital Partners, LLC$277M AUM | 0.08% | $201,072 | 8.8K | Q3 2024OLDER |
| Nalls Sherbakoff Group, LLC$148M AUM | 0.16% | $180,642 | 8.0K | Q1 2024OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $171,945 | 7.6K | Q2 2024OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.01% | $147,271 | 6.5K | Q3 2024OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $130,243 | 5.7K | Q2 2024OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $111,941 | 4.9K | Q3 2024OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $100,783 | 4.4K | Q1 2024OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.03% | $79,226 | 3.5K | Q3 2024OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $68,955 | 3.0K | Q3 2024OLDER |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $63,454 | 2.8K | Q3 2024OLDER |
| Unique Wealth Strategies, LLC$213M AUM | 0.03% | $62,508 | 2.8K | Q2 2024OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.01% | $52,052 | 2.3K | Q3 2024OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.00% | $49,279 | 2.2K | Q3 2024OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $34,171 | 1.5K | Q2 2024OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $31,714 | 1.4K | Q1 2024OLDER |
| Migdal Insurance & Financial Holdings Ltd.$11.5B AUM | 0.00% | $28,000 | 1.2K | Q3 2024OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $22,680 | 1.0K | Q4 2024 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $18,358 | 808 | Q3 2024OLDER |
| Denver PWM, LLC$291M AUM | 0.01% | $16,352 | 720 | Q2 2024OLDER |
| Camelot Portfolios, LLC$143M AUM | 0.01% | $15,489 | 682 | Q2 2024OLDER |
| BENJAMIN F. EDWARDS & COMPANY, INC.$5.7B AUM | 0.00% | $15,000 | 676 | Q2 2024OLDER |
| ATWOOD & PALMER INC$1.9B AUM | 0.00% | $14,768 | 650 | Q3 2024OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $12,865 | 566 | Q3 2024OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,679 | 382 | Q3 2024OLDER |
| Householder Group Estate & Retirement Specialist, LLC$134M AUM | 0.00% | $8,000 | 395 | Q3 2024OLDER |
| Penserra Capital Management LLC$8.5B AUM | 0.00% | $8,000 | 348 | Q2 2024OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $7,157 | 315 | Q3 2024OLDER |
| Aspect Partners, LLC$245M AUM | 0.00% | $6,316 | 278 | Q3 2024OLDER |
| Brown Financial Advisors$264M AUM | 0.00% | $4,726 | 208 | Q2 2024OLDER |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $4,091 | 180 | Q1 2024OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $2,976 | 131 | Q2 2024OLDER |
| Independence Bank of Kentucky$789M AUM | 0.00% | $2,976 | 131 | Q3 2024OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $2,686 | 119 | Q1 2024OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,272 | 100 | Q2 2024OLDER |
| Mattson Financial Services, LLC$419M AUM | 0.00% | $2,181 | 96 | Q3 2024OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $1,954 | 86 | Q2 2024OLDER |
| Missouri Trust & Investment Co$341M AUM | 0.00% | $500 | 22 | Q3 2024OLDER |
| RESTON WEALTH MANAGEMENT LLC$326M AUM | 0.00% | $15 | 1 | Q3 2024OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q3 2024OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.