Vault-13

INVESCO EXCH TRD SLF IDX FD BSCU

INVSCO 30 CORP · ETP · CUSIP 46138J460

309 institutional holders +9 vs Q1 2026
128,277,350128.3m shares reported held*
$2.1bnreported value*
31 new 178 added 64 reduced 15 sold out net bought ≈ $210.5m (+12.6m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($195.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.67.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 31Q4 22: 50Q1 23: 55Q2 23: 67Q3 23: 74Q4 23: 103Q1 24: 115Q2 24: 143Q3 24: 163Q4 24: 202Q1 25: 205Q2 25: 218Q3 25: 237Q4 25: 276Q1 26: 300Q2 26: 309309Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202231
Q4 202250
Q1 202355
Q2 202367
Q3 202374
Q4 2023103
Q1 2024115
Q2 2024143
Q3 2024163
Q4 2024202
Q1 2025205
Q2 2025218
Q3 2025237
Q4 2025276
Q1 2026300
Q2 2026309

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 24: 124 bought or addedQ3 24: 25 cut or sold outQ4 24: 141 bought or addedQ4 24: 32 cut or sold outQ4 24Q1 25: 145 bought or addedQ1 25: 50 cut or sold outQ2 25: 145 bought or addedQ2 25: 49 cut or sold outQ2 25Q3 25: 170 bought or addedQ3 25: 42 cut or sold outQ4 25: 199 bought or addedQ4 25: 50 cut or sold outQ4 25Q1 26: 223 bought or addedQ1 26: 49 cut or sold outQ2 26: 209 bought or addedQ2 26: 79 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412425
Q4 202414132
Q1 202514550
Q2 202514549
Q3 202517042
Q4 202519950
Q1 202622349
Q2 202620979

Biggest buyers

Waverly Advisors, LLC Added +5,547,397+5.5m
SHUFRO ROSE & CO LLC New +1,542,429+1.5m
Cambridge Investment Research Advisors, Inc. Added +788,568+788.6k
Atlantic Union Bankshares Corp Added +594,046+594.0k
Apollon Wealth Management, LLC New +556,798+556.8k
LPL Financial LLC Added +422,835+422.8k
Kestra Advisory Services, LLC Added +418,958+419.0k
Kathmere Capital Management, LLC New +391,040+391.0k
RAYMOND JAMES FINANCIAL INC Added +383,854+383.9k
TRUIST FINANCIAL CORP Added +315,795+315.8k

Biggest sellers

Hills Bank & Trust Co Reduced -1,573,707-1.6m
Motley Fool Wealth Management, LLC Reduced -1,037,805-1.0m
Focus Partners Wealth Sold out -959,962-960.0k
Independent Advisor Alliance Sold out -509,239-509.2k
Souders Financial Advisors Sold out -243,575-243.6k
CITADEL ADVISORS LLC Reduced -213,982-214.0k
Addison Advisors LLC Reduced -178,881-178.9k
Sanctuary Advisors, LLC Reduced -153,997-154.0k
Brookstone Capital Management Reduced -103,436-103.4k
JANE STREET GROUP, LLC Reduced -101,104-101.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 10,913,05210.9m $181.6m $181.6m 0.01% Added +224.7k +224,744
2 Aptus Capital Advisors, LLC 1.14% of their portfolio FAIRHOPE, AL 9,388,1589.4m $156.3m $156.3m 1.14% Added +162.9k +162,864
3 Lido Advisors, LLC 0.50% of their portfolio Los Angeles, CA 8,359,5388.4m $139.1m $139.1m 0.50% Reduced -78.5k -78,477
4 Waverly Advisors, LLC 0.54% of their portfolio BIRMINGHAM, AL 5,572,7125.6m $92.8m $92.8m 0.54% Added +5.5m +5,547,397
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 5,547,6835.5m $92.3m $92.3m 0.02% Added +422.8k +422,835
6 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 5,531,7015.5m $92.1m $92.1m 0.02% Added +383.9k +383,854
7 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 4,705,3044.7m $78.3m $78.3m 0.01% Added +300.2k +300,168
8 Clearstead Advisors, LLC 0.61% of their portfolio CLEVELAND, OH 3,910,4473.9m $65.1m $65.1m 0.61% Added +89.9k +89,907
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 3,541,8443.5m $59.0m $59.0m 0.01% Added +287.3k +287,273
10 Atlantic Union Bankshares Corp 0.89% of their portfolio GLEN ALLEN, VA 3,202,8003.2m $53.3m $53.3m 0.89% Added +594.0k +594,046
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,935,8952.9m $48.9m $48.9m 0.00% Added +155.2k +155,204
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,816,3602.8m $46.9m $46.9m 0.01% Added +176.7k +176,695
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,448,6252.4m $40.8m $40.8m 0.01% Added +231.9k +231,868
14 HENGEHOLD CAPITAL MANAGEMENT LLC 2.96% of their portfolio CINCINNATI, OH 2,291,7392.3m $38.1m $38.1m 2.96% Added +135.7k +135,650
15 &PARTNERS 0.13% of their portfolio NASHVILLE, TN 1,965,7112.0m $32.7m $32.7m 0.13% Added +53.2k +53,199
16 TLWM 5.01% of their portfolio SAN ANTONIO, TX 1,851,0641.9m $30.8m $30.8m 5.01% Added +45.4k +45,401
17 Brookstone Capital Management 0.30% of their portfolio WHEATON, IL 1,800,4401.8m $30.0m $30.0m 0.30% Reduced -103.4k -103,436
18 MAI Capital Management 0.11% of their portfolio INDEPENDENCE, OH 1,736,9111.7m $28.9m $28.9m 0.11% Added +63.7k +63,715
19 IMA Advisory Services, Inc. 1.64% of their portfolio DENVER, CO 1,578,7351.6m $26.3m $26.3m 1.64% Added +130.2k +130,163
20 SHUFRO ROSE & CO LLC 1.48% of their portfolio NEW YORK, NY 1,542,4291.5m $25.7m $25.7m 1.48% New
21 MONECO ADVISORS, LLC 1.56% of their portfolio FAIRFIELD, CT 1,536,9041.5m $25.6m $25.6m 1.56% Added +115.9k +115,909
22 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 1,480,8161.5m $24.6m $24.6m 0.03% Added +788.6k +788,568
23 Clark Asset Management, LLC 1.83% of their portfolio STRATHAM, NH 1,398,2371.4m $23.3m $23.3m 1.83% Added +240.5k +240,501
24 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 1,306,7971.3m $21.8m $21.8m 0.03% Added +307.4k +307,396
25 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,295,7771.3m $21.6m $21.6m 0.01% Added +157.2k +157,155
26 Capital Investment Counsel, LLC 2.60% of their portfolio DENVER, CO 1,260,3631.3m $21.0m $21.0m 2.60% Added +91.4k +91,371
27 Hills Bank & Trust Co 0.74% of their portfolio North Liberty, IA 1,047,5001.0m $17.4m $17.4m 0.74% Reduced -1.6m -1,573,707
28 FORONJY FINANCIAL LLC 6.25% of their portfolio Los Osos, CA 1,022,3441.0m $17.0m $17.0m 6.25% Added +58.6k +58,625
29 Advisors Capital Management, LLC 0.17% of their portfolio RIDGEWOOD, NJ 990,407990.4k $16.5m $16.5m 0.17% Added +34.7k +34,714
30 DAVIS R M INC 0.24% of their portfolio PORTLAND, ME 908,907908.9k $15.1m $15.1m 0.24% Added +100.2k +100,160
31 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 876,869876.9k $14.6m $14.6m 0.05% Added +419.0k +418,958
32 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 850,723850.7k $14.2m $14.2m 0.03% Added +167.3k +167,324
33 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 797,789797.8k $13.3m $13.3m 0.02% Added +34.7k +34,728
34 Asset Dedication, LLC 0.77% of their portfolio SAN FRANCISCO, CA 737,920737.9k $12.3m $12.3m 0.77% Added +20.5k +20,506
35 Goepper Burkhardt LLC 3.47% of their portfolio GREENVILLE, SC 693,597693.6k $11.5m $11.5m 3.47% Added +76.0k +75,978
36 CVFG LLC 1.21% of their portfolio SHELBYVILLE, IN 691,355691.4k $11.5m $11.5m 1.21% Added +20.9k +20,852
37 KIRR MARBACH & CO LLC /IN/ 1.93% of their portfolio COLUMBUS, IN 689,505689.5k $11.5m $11.5m 1.93% Added +105 +105
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 685,236685.2k $11.4m $11.4m 0.00% Added +133.3k +133,295
39 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 663,281663.3k $11.0m $11.0m 0.02% Added +14.3k +14,324
40 COOKSON PEIRCE & CO INC 0.36% of their portfolio PITTSBURGH, PA 657,395657.4k $10.9m $10.9m 0.36% Added +11.3k +11,279
41 CENTRAL VALLEY ADVISORS, LLC 2.73% of their portfolio SACRAMENTO, CA 640,350640.4k $10.7m $10.7m 2.73% Added +3.1k +3,081
42 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 628,743628.7k $10.5m $10.5m 0.00% Added +120.7k +120,722
43 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 593,583593.6k $9.9m $9.9m 0.01% Added +227.2k +227,152
44 Cornerstone Planning, LLC 2.25% of their portfolio CHARLOTTE, NC 584,751584.8k $9.7m $9.7m 2.25% Added +17.7k +17,730
45 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 581,488581.5k $9.7m $9.7m 0.03% Added +10.0k +10,039
46 Apollon Wealth Management, LLC 0.11% of their portfolio MOUNT PLEASANT, SC 556,798556.8k $9.3m $9.3m 0.11% New
47 GPM Growth Investors, Inc. 3.67% of their portfolio BLOOMFIELD HILLS, MI 528,408528.4k $8.8m $8.8m 3.67% Added +71.2k +71,167
48 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 524,787524.8k $8.7m $8.7m 0.01% Added +315.8k +315,795
49 HUB Investment Partners, LLC 0.16% of their portfolio AUSTIN, TX 519,517519.5k $8.6m $8.6m 0.16% Added +40.9k +40,901
50 VISTA INVESTMENT MANAGEMENT 2.50% of their portfolio PITTSBURGH, PA 497,713497.7k $8.3m $8.3m 2.50% Added +18.2k +18,161
51 AMJ Financial Wealth Management 1.94% of their portfolio LEESBURG, VA 489,231489.2k $8.2m $8.2m 1.94% Unchanged
52 VAUGHAN DAVID INVESTMENTS LLC/IL 0.16% of their portfolio PEORIA, IL 488,744488.7k $8.1m $8.1m 0.16% Added +22.3k +22,280
53 Marietta Wealth Management, LLC 0.81% of their portfolio MARIETTA, GA 470,052470.1k $7.8m $7.8m 0.81% Added +23.1k +23,143
54 ProVise Management Group, LLC 0.48% of their portfolio CLEARWATER, FL 432,378432.4k $7.2m $7.2m 0.48% Added +58.0k +57,993
55 Modern Wealth Management, LLC 0.08% of their portfolio KANSAS CITY, MO 425,857425.9k $7.1m $7.1m 0.08% Added +51.4k +51,447
56 Colonial Trust Advisors 0.47% of their portfolio SPARTANBURG, SC 404,061404.1k $6.7m $6.7m 0.47% Added +41.0k +41,009
57 Kathmere Capital Management, LLC 0.35% of their portfolio WAYNE, PA 391,040391.0k $6.5m $6.5m 0.35% New
58 Wilkins Miller Wealth Management, LLC 3.46% of their portfolio MOBILE, AL 377,673377.7k $6.3m $6.3m 3.46% Added +10.9k +10,892
59 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.74% of their portfolio MINNEAPOLIS, MN 373,487373.5k $6.2m $6.2m 0.74% Added +22.7k +22,656
60 Waycross Investment Management Co 4.68% of their portfolio BELLINGHAM, WA 369,413369.4k $6.1m $6.1m 4.68% Added +1.2k +1,230
61 Decker Wealth Management LLC 1.26% of their portfolio NASHVILLE, TN 355,540355.5k $5.9m $5.9m 1.26% Reduced -74.6k -74,644
62 Carroll Advisory Group, LLC 1.87% of their portfolio TEXARKANA, TX 341,775341.8k $5.7m $5.7m 1.87% Added +55.6k +55,626
63 MORTON COMMUNITY BANK 1.14% of their portfolio EAST PEORIA, IL 335,156335.2k $5.6m $5.6m 1.14% Added +10.2k +10,221
64 Ledgewood Wealth Advisors, LLC 2.89% of their portfolio EXETER, NH 327,512327.5k $5.5m $5.5m 2.89% Added +37.8k +37,794
65 STEPHENS INC /AR/ 0.06% of their portfolio LITTLE ROCK, AR 325,656325.7k $5.4m $5.4m 0.06% Added +12.1k +12,076
66 BCS Wealth Management 0.94% of their portfolio JOHNSON CITY, TN 312,665312.7k $5.2m $5.2m 0.94% Added +33.3k +33,333
67 Carnegie Investment Counsel 0.10% of their portfolio PEPPER PIKE, OH 303,197303.2k $5.0m $5.0m 0.10% Added +62.0k +62,007
68 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 299,876299.9k $5.0m $5.0m 0.02% Reduced -154.0k -153,997
69 SFE Investment Counsel 0.67% of their portfolio LOS ANGELES, CA 293,165293.2k $4.9m $4.9m 0.67% Added +36.0k +36,050
70 Gladstone Institutional Advisory LLC 0.15% of their portfolio Bedminster, NJ 292,589292.6k $4.9m $4.9m 0.15% Added +6.0k +5,960
71 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 279,265279.3k $4.6m $4.6m 0.01% Added +29.9k +29,906
72 NorthAvenue LLC 3.33% of their portfolio COLUMBUS, OH 279,076279.1k $4.6m $4.6m 3.33% Added +10.0k +9,960
73 HOWARD WEALTH MANAGEMENT, LLC 1.71% of their portfolio Madison, CT 277,058277.1k $4.6m $4.6m 1.71% Added +22.2k +22,235
74 Straight Path Wealth Management 1.06% of their portfolio Jenison, MI 272,762272.8k $4.5m $4.5m 1.06% Added +1.0k +1,031
75 KINTRA WEALTH, LLC 0.24% of their portfolio WILLIAMSPORT, PA 271,226271.2k $4.5m $4.5m 0.24% New
76 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 267,860267.9k $4.5m $4.5m 0.01% Added +62.9k +62,862
77 HighPoint Advisor Group LLC 0.15% of their portfolio DOWNERS GROVE, IL 259,898259.9k $4.3m $4.3m 0.15% Added +1.5k +1,471
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 259,301259.3k $4.3m $4.3m 0.00% Added +25.5k +25,489
79 Farnam Financial LLC 3.10% of their portfolio PHOENIX, AZ 255,400255.4k $4.3m $4.3m 3.10% Added +26.5k +26,478
80 S.E.E.D. Planning Group LLC 1.09% of their portfolio BINGHAMTON, NY 247,154247.2k $4.1m $4.1m 1.09% Added +45.2k +45,188
81 Geneos Wealth Management Inc. 0.08% of their portfolio ENGLEWOOD, CO 236,871236.9k $3.9m $3.9m 0.08% Added +2.1k +2,146
82 Arax Advisory Partners 0.03% of their portfolio NEW YORK, NY 227,008227.0k $3.8m $3.8m 0.03% New
83 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 219,416219.4k $3.7m $3.7m 0.00% Added +186.5k +186,536
84 WEBSTER BANK, N. A. 0.32% of their portfolio WATERBURY, CT 218,448218.4k $3.6m $3.6m 0.32% Added +206.7k +206,691
85 NOVARE CAPITAL MANAGEMENT LLC 0.25% of their portfolio CHARLOTTE, NC 213,902213.9k $3.6m $3.6m 0.25% Added +13.3k +13,271
86 Infinity Wealth Counsel, LLC 2.82% of their portfolio Loveland, OH 210,039210.0k $3.5m $3.5m 2.82% Added +14.8k +14,770
87 Opulen Financial Group LLC 2.19% of their portfolio ARLINGTON, VA 209,440209.4k $3.5m $3.5m 2.19% Added +2.9k +2,905
88 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% of their portfolio Seattle, WA 203,903203.9k $3.4m $3.4m 0.05% Added +3.6k +3,621
89 Red Spruce Capital, LLC 1.18% of their portfolio BERWYN, PA 203,038203.0k $3.4m $3.4m 1.18% Added +118.6k +118,573
90 Colonial Trust Co / SC 0.43% of their portfolio SPARTANBURG, SC 201,935201.9k $3.4m $3.4m 0.43% Reduced -478 -478
91 MGO ONE SEVEN LLC 0.05% of their portfolio Beachwood, OH 188,039188.0k $3.1m $3.1m 0.05% Added +5.0k +5,025
92 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 180,443180.4k $3.0m $3.0m 0.03% Reduced -68.5k -68,500
93 Savvy Advisors, Inc. 0.06% of their portfolio NEW YORK, NY 179,007179.0k $3.0m $3.0m 0.06% Added +168.7k +168,706
94 Addison Advisors LLC 1.38% of their portfolio MIDDLEBURY, VT 175,307175.3k $2.9m $2.9m 1.38% Reduced -178.9k -178,881
95 Prospera Financial Services Inc 0.04% of their portfolio Dallas, TX 171,152171.2k $2.8m $2.8m 0.04% Added +3.3k +3,258
96 FIRST NATIONAL BANK OF OMAHA 0.08% of their portfolio OMAHA, NE 169,299169.3k $2.8m $2.8m 0.08% Reduced -9.8k -9,795
97 Avior Wealth Management, LLC 0.07% of their portfolio OMAHA, NE 166,829166.8k $2.8m $2.8m 0.07% Added +2.0k +2,014
98 FOURPATH CAPITAL MANAGEMENT, LLC 0.36% of their portfolio OKLAHOMA CITY, OK 165,378165.4k $2.8m $2.8m 0.36% Added +25.2k +25,169
99 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 163,292163.3k $2.7m $2.7m 0.01% Added +12.1k +12,143
100 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 157,777157.8k $2.6m $2.6m 0.07% Added +33.2k +33,179