Vault-13

INVESCO EXCH TRD SLF IDX FD BSCT

BULETSHS 2029 · ETP · CUSIP 46138J577

343 institutional holders +18 vs Q4 2025
117,813,234117.8m shares reported held*
$2.2bnreported value*
28 new 207 added 55 reduced 9 sold out net bought ≈ $134.2m (+7.2m 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. Holder counts are more reliable. Implied quarter-end price ≈ $18.68.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 49Q4 22: 65Q1 23: 71Q2 23: 83Q3 23: 93Q4 23: 116Q1 24: 137Q2 24: 166Q3 24: 188Q4 24: 233Q1 25: 259Q2 25: 272Q3 25: 288Q4 25: 325Q1 26: 343343Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202249
Q4 202265
Q1 202371
Q2 202383
Q3 202393
Q4 2023116
Q1 2024137
Q2 2024166
Q3 2024188
Q4 2024233
Q1 2025259
Q2 2025272
Q3 2025288
Q4 2025325
Q1 2026343

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 123 bought or addedQ2 24: 27 cut or sold outQ3 24: 144 bought or addedQ3 24: 29 cut or sold outQ3 24Q4 24: 170 bought or addedQ4 24: 37 cut or sold outQ1 25: 188 bought or addedQ1 25: 49 cut or sold outQ1 25Q2 25: 181 bought or addedQ2 25: 68 cut or sold outQ3 25: 211 bought or addedQ3 25: 44 cut or sold outQ3 25Q4 25: 230 bought or addedQ4 25: 55 cut or sold outQ1 26: 235 bought or addedQ1 26: 64 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202412327
Q3 202414429
Q4 202417037
Q1 202518849
Q2 202518168
Q3 202521144
Q4 202523055
Q1 202623564

Biggest buyers

Anchor Investment Management, LLC Added +1,104,643+1.1m
BANK OF AMERICA CORP /DE/ Added +845,134+845.1k
WELLS FARGO & COMPANY/MN Added +695,111+695.1k
MORGAN STANLEY Added +647,988+648.0k
Independent Advisor Alliance New +563,065+563.1k
CVFG LLC New +560,692+560.7k
Paradiem, LLC New +411,874+411.9k
OSAIC HOLDINGS, INC. Added +403,941+403.9k
LPL Financial LLC Added +402,394+402.4k
Cambridge Investment Research Advisors, Inc. Added +393,051+393.1k

Biggest sellers

Aptus Capital Advisors, LLC Reduced -3,474,766-3.5m
MERCER GLOBAL ADVISORS INC /ADV Reduced -784,032-784.0k
Thrivent Financial for Lutherans Sold out -560,124-560.1k
RAYMOND JAMES FINANCIAL INC Reduced -284,284-284.3k
BCS Wealth Management Reduced -262,559-262.6k
Motley Fool Wealth Management, LLC Reduced -130,899-130.9k
AA Financial Advisors, LLC Reduced -106,344-106.3k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -88,345-88.3k
KEYBANK NATIONAL ASSOCIATION/OH Reduced -86,664-86.7k
J.W. COLE ADVISORS, INC. Sold out -78,134-78.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 8,936,7368.9m $166.8m $166.8m 0.01% Added +648.0k +647,988
2 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 6,849,1926.8m $127.8m $127.8m 0.03% Added +695.1k +695,111
3 Lido Advisors, LLC 0.46% of their portfolio Los Angeles, CA 6,346,5106.3m $118.4m $118.4m 0.46% Reduced -39.7k -39,673
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 4,751,0654.8m $88.7m $88.7m 0.02% Added +402.4k +402,394
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,717,2454.7m $88.0m $88.0m 0.03% Reduced -284.3k -284,284
6 Clearstead Advisors, LLC 0.62% of their portfolio CLEVELAND, OH 3,611,0353.6m $67.4m $67.4m 0.62% Added +210.4k +210,426
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 3,487,3063.5m $65.1m $65.1m 0.00% Added +845.1k +845,134
8 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 3,177,2613.2m $59.3m $59.3m 0.01% Added +271.6k +271,602
9 Avior Wealth Management, LLC 1.38% of their portfolio OMAHA, NE 2,599,7162.6m $48.5m $48.5m 1.38% Reduced -15.5k -15,498
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,572,5422.6m $48.0m $48.0m 0.01% Reduced -65.9k -65,884
11 Hills Bank & Trust Co 2.21% of their portfolio North Liberty, IA 2,452,5362.5m $45.8m $45.8m 2.21% Added +125.5k +125,548
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 2,445,1632.4m $45.6m $45.6m 0.01% Added +289.4k +289,430
13 MANCHESTER FINANCIAL INC 8.01% of their portfolio Westlake Village, CA 2,236,9362.2m $41.7m $41.7m 8.01% Reduced -9.5k -9,453
14 MAI Capital Management 0.24% of their portfolio INDEPENDENCE, OH 2,231,6792.2m $41.6m $41.6m 0.24% Added +163.8k +163,845
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 2,127,0102.1m $39.7m $39.7m 0.01% Added +206.4k +206,382
16 TLWM 5.26% of their portfolio SAN ANTONIO, TX 1,565,7091.6m $29.2m $29.2m 5.26% Added +101.6k +101,641
17 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 1,554,8141.6m $29.0m $29.0m 0.03% Added +155.7k +155,739
18 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 1,452,3591.5m $27.1m $27.1m 0.04% Added +403.9k +403,941
19 RiverFront Investment Group, LLC 0.40% of their portfolio RICHMOND, VA 1,378,3571.4m $25.7m $25.7m 0.40% Added +93.9k +93,910
20 MONECO ADVISORS, LLC 1.92% of their portfolio FAIRFIELD, CT 1,329,8571.3m $24.8m $24.8m 1.92% Added +34.7k +34,661
21 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 1,257,2191.3m $23.5m $23.5m 0.27% Added +21.6k +21,608
22 IMA Advisory Services, Inc. 2.28% of their portfolio DENVER, CO 1,250,1511.3m $23.3m $23.3m 2.28% Added +28.5k +28,527
23 Clark Asset Management, LLC 2.18% of their portfolio STRATHAM, NH 1,244,8191.2m $23.2m $23.2m 2.18% Added +242.9k +242,921
24 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 1,164,2461.2m $21.7m $21.7m 0.05% Added +215.2k +215,191
25 Anchor Investment Management, LLC 1.77% of their portfolio COLUMBIA, SC 1,139,1181.1m $21.3m $21.3m 1.77% Added +1.1m +1,104,643
26 Atlantic Union Bankshares Corp 0.37% of their portfolio GLEN ALLEN, VA 1,038,4031.0m $19.4m $19.4m 0.37% Added +93.4k +93,444
27 DAVIS R M INC 0.32% of their portfolio PORTLAND, ME 975,287975.3k $18.2m $18.2m 0.32% Added +240.4k +240,406
28 Headland Capital, LLC 5.08% of their portfolio MT. PLEASANT, SC 965,340965.3k $18.0m $18.0m 5.08% Added +25.3k +25,347
29 Capital Investment Counsel, LLC 2.46% of their portfolio DENVER, CO 961,430961.4k $17.9m $17.9m 2.46% Reduced -59.6k -59,597
30 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 917,448917.4k $17.1m $17.1m 0.03% Added +29.8k +29,824
31 SHUFRO ROSE & CO LLC 1.08% of their portfolio NEW YORK, NY 850,769850.8k $15.9m $15.9m 1.08% Added +18.3k +18,297
32 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 833,754833.8k $15.6m $15.6m 0.04% Reduced -15.0k -15,042
33 NewEdge Advisors, LLC 0.05% of their portfolio NEW ORLEANS, LA 785,760785.8k $14.7m $14.7m 0.05% Added +62.2k +62,222
34 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 735,933735.9k $13.7m $13.7m 0.02% Reduced -26.8k -26,805
35 GPM Growth Investors, Inc. 5.62% of their portfolio BLOOMFIELD HILLS, MI 715,691715.7k $13.4m $13.4m 5.62% Added +2.0k +1,975
36 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 690,938690.9k $12.9m $12.9m 0.03% Added +393.1k +393,051
37 KIRR MARBACH & CO LLC /IN/ 2.31% of their portfolio COLUMBUS, IN 679,457679.5k $12.7m $12.7m 2.31% Added +26.8k +26,768
38 GILL CAPITAL PARTNERS, LLC 3.57% of their portfolio DENVER, CO 665,156665.2k $12.4m $12.4m 3.57% Added +6.4k +6,376
39 Goepper Burkhardt LLC 4.14% of their portfolio GREENVILLE, SC 663,826663.8k $12.4m $12.4m 4.14% Added +35.6k +35,584
40 Asset Dedication, LLC 0.86% of their portfolio SAN FRANCISCO, CA 660,260660.3k $12.3m $12.3m 0.86% Added +43.3k +43,308
41 Carrera Capital Advisors 1.72% of their portfolio TROY, MI 599,828599.8k $11.2m $11.2m 1.72% Added +52.3k +52,341
42 Cornerstone Planning, LLC 2.51% of their portfolio CHARLOTTE, NC 593,753593.8k $11.1m $11.1m 2.51% Added +202.9k +202,879
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 588,463588.5k $11.0m $11.0m 0.00% Added +47.0k +47,049
44 COOKSON PEIRCE & CO INC 0.46% of their portfolio PITTSBURGH, PA 588,164588.2k $11.0m $11.0m 0.46% Added +3.7k +3,680
45 Straight Path Wealth Management 2.92% of their portfolio Jenison, MI 586,225586.2k $10.9m $10.9m 2.92% Added +40.5k +40,477
46 CENTRAL VALLEY ADVISORS, LLC 2.94% of their portfolio SACRAMENTO, CA 578,153578.2k $10.8m $10.8m 2.94% Added +44.4k +44,369
47 Independent Advisor Alliance 0.11% of their portfolio CHARLOTTE, NC 563,065563.1k $10.5m $10.5m 0.11% New
48 CVFG LLC 1.30% of their portfolio SHELBYVILLE, IN 560,692560.7k $10.5m $10.5m 1.30% New
49 First International Bank of Israel Ltd. 2.96% of their portfolio TEL AVIV, L3 540,000540.0k $10.1m $10.1m 2.96% Unchanged
50 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 527,994528.0k $9.8m $9.8m 0.00% Added +103.1k +103,077
51 KICKSTAND VENTURES, LLC. 2.01% of their portfolio PITTSFORD, NY 511,072511.1k $9.5m $9.5m 2.01% Added +11.3k +11,314
52 VAUGHAN DAVID INVESTMENTS LLC/IL 0.19% of their portfolio PEORIA, IL 482,517482.5k $9.0m $9.0m 0.19% Added +25.3k +25,278
53 CWM, LLC 0.02% of their portfolio OMAHA, NE 473,413473.4k $8.8m $8.8m 0.02% Reduced -69.8k -69,751
54 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 460,358460.4k $8.6m $8.6m 0.05% Added +44.1k +44,118
55 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 456,357456.4k $8.5m $8.5m 0.01% Added +110.8k +110,825
56 HUB Investment Partners, LLC 0.19% of their portfolio AUSTIN, TX 425,976426.0k $7.9m $7.9m 0.19% Added +16.4k +16,415
57 Advisors Capital Management, LLC 0.09% of their portfolio RIDGEWOOD, NJ 415,015415.0k $7.7m $7.7m 0.09% Added +4.0k +3,989
58 Paradiem, LLC 1.69% of their portfolio COVINGTON, LA 411,874411.9k $7.7m $7.7m 1.69% New
59 Colonial Trust Advisors 0.60% of their portfolio SPARTANBURG, SC 411,739411.7k $7.7m $7.7m 0.60% Added +37.6k +37,629
60 Motley Fool Wealth Management, LLC 0.87% of their portfolio ALEXANDRIA, VA 410,629410.6k $7.7m $7.7m 0.87% Reduced -130.9k -130,899
61 Sound Stewardship, LLC 3.50% of their portfolio Overland Park, KS 409,180409.2k $7.6m $7.6m 3.50% Added +294.9k +294,871
62 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 398,467398.5k $7.4m $7.4m 0.04% Added +193.6k +193,608
63 Marietta Wealth Management, LLC 0.88% of their portfolio MARIETTA, GA 396,381396.4k $7.4m $7.4m 0.88% Added +20.8k +20,819
64 Decker Wealth Management LLC 1.68% of their portfolio NASHVILLE, TN 395,504395.5k $7.4m $7.4m 1.68% Added +4.0k +4,047
65 ProVise Management Group, LLC 0.50% of their portfolio CLEARWATER, FL 371,318371.3k $6.9m $6.9m 0.50% Added +64.1k +64,106
66 Ledgewood Wealth Advisors, LLC 3.85% of their portfolio EXETER, NH 366,508366.5k $6.8m $6.8m 3.85% Added +49.0k +48,989
67 Sowell Financial Services LLC 0.25% of their portfolio NORTH LITTLE ROCK, AR 361,632361.6k $6.7m $6.7m 0.25% Added +26.4k +26,380
68 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 356,219356.2k $6.6m $6.6m 0.01% Added +96.3k +96,314
69 Kathmere Capital Management, LLC 0.41% of their portfolio WAYNE, PA 354,731354.7k $6.6m $6.6m 0.41% Reduced -969 -969
70 Carmel Capital Partners, LLC 2.37% of their portfolio SAN DIEGO, CA 351,205351.2k $6.6m $6.6m 2.37% Added +23.8k +23,754
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 339,539339.5k $6.3m $6.3m 0.01% New
72 Financial Solutions Advisory Group, Inc. 0.86% of their portfolio CHICAGO, IL 332,695332.7k $6.2m $6.2m 0.86% First filing
73 AMJ Financial Wealth Management 1.45% of their portfolio LEESBURG, VA 327,509327.5k $6.1m $6.1m 1.45% Reduced -1.4k -1,411
74 AA Financial Advisors, LLC 0.86% of their portfolio Columbus, OH 327,238327.2k $6.1m $6.1m 0.86% Reduced -106.3k -106,344
75 SFE Investment Counsel 0.97% of their portfolio LOS ANGELES, CA 324,359324.4k $6.1m $6.1m 0.97% Added +17.3k +17,321
76 Wilkins Miller Wealth Management, LLC 3.59% of their portfolio MOBILE, AL 318,058318.1k $5.9m $5.9m 3.59% Added +6.8k +6,845
77 Carnegie Investment Counsel 0.11% of their portfolio PEPPER PIKE, OH 315,132315.1k $5.9m $5.9m 0.11% Added +64.0k +64,024
78 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.77% of their portfolio MINNEAPOLIS, MN 313,815313.8k $5.9m $5.9m 0.77% Added +32.3k +32,329
79 MORTON COMMUNITY BANK 1.27% of their portfolio EAST PEORIA, IL 313,346313.3k $5.8m $5.8m 1.27% Added +3.8k +3,775
80 MGO ONE SEVEN LLC 0.12% of their portfolio Beachwood, OH 312,777312.8k $5.8m $5.8m 0.12% Added +13.8k +13,751
81 Addison Advisors LLC 1.28% of their portfolio MIDDLEBURY, VT 311,093311.1k $5.8m $5.8m 1.28% Added +18.3k +18,267
82 Carroll Advisory Group, LLC 2.21% of their portfolio TEXARKANA, TX 305,272305.3k $5.7m $5.7m 2.21% Added +105.4k +105,384
83 BCS Wealth Management 1.08% of their portfolio JOHNSON CITY, TN 284,033284.0k $5.3m $5.3m 1.08% Reduced -262.6k -262,559
84 HOWARD WEALTH MANAGEMENT, LLC 2.23% of their portfolio Madison, CT 283,986284.0k $5.3m $5.3m 2.23% Added +8.5k +8,549
85 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 278,034278.0k $5.2m $5.2m 0.00% Added +163.6k +163,618
86 Farnam Financial LLC 4.23% of their portfolio PHOENIX, AZ 275,748275.7k $5.1m $5.1m 4.23% Added +20.7k +20,749
87 Gladstone Institutional Advisory LLC 0.18% of their portfolio Bedminster, NJ 263,126263.1k $4.9m $4.9m 0.18% Added +13.7k +13,701
88 Red Spruce Capital, LLC 1.99% of their portfolio BERWYN, PA 260,030260.0k $4.9m $4.9m 1.99% Added +178.1k +178,108
89 NorthAvenue LLC 3.79% of their portfolio COLUMBUS, OH 255,756255.8k $4.8m $4.8m 3.79% Added +13.0k +12,974
90 Trilogy Capital Inc. 0.21% of their portfolio IRVINE, CA 246,956247.0k $4.6m $4.6m 0.21% Added +9.6k +9,641
91 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 235,211235.2k $4.4m $4.4m 0.02% Added +23.7k +23,658
92 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 233,209233.2k $4.4m $4.4m 0.02% Added +104.5k +104,474
93 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 232,238232.2k $4.3m $4.3m 0.01% Added +40.7k +40,653
94 HENGEHOLD CAPITAL MANAGEMENT LLC 0.38% of their portfolio CINCINNATI, OH 231,301231.3k $4.3m $4.3m 0.38% Added +192.9k +192,944
95 Horizons Wealth Management 2.83% of their portfolio ASHEVILLE, NC 228,195228.2k $4.3m $4.3m 2.83% Added +10.1k +10,131
96 Colonial Trust Co / SC 0.58% of their portfolio SPARTANBURG, SC 227,914227.9k $4.3m $4.3m 0.58% Added +19.7k +19,673
97 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 227,402227.4k $4.3m $4.3m 0.03% Added +20.3k +20,308
98 Souders Financial Advisors 0.48% of their portfolio CINCINNATI, OH 227,085227.1k $4.2m $4.2m 0.48% Added +3.5k +3,497
99 Parisi Gray Wealth Management 0.99% of their portfolio MENDHAM, NJ 223,288223.3k $4.2m $4.2m 0.99% Added +78.2k +78,247
100 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 219,548219.5k $4.1m $4.1m 0.05% Added +5.0k +4,967