INVESCO EXCH TRD SLF IDX FD BSCR
BULSHS 2027 CB · ETP · CUSIP 46138J783
125
institutional holders
18.9m
shares reported held*
$352.1mreported value*
* 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 ≈ $18.64.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Aptus Capital Advisors, LLC 1.18% of their portfolio | 2.0m $37.0m | — |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $36.3m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.16% of their portfolio | 1.4m $26.9m | — |
| EASTERN BANK 1.48% of their portfolio | 1.4m $25.9m | — |
| Motley Fool Wealth Management, LLC 1.50% of their portfolio | 1.2m $22.9m | — |
| Janney Montgomery Scott LLC 0.07% of their portfolio | 831.2k $15.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 669.5k $12.5m | — |
| NOVARE CAPITAL MANAGEMENT LLC 1.06% of their portfolio | 442.9k $8.2m | — |
| UBS Group AG 0.00% of their portfolio | 439.1k $8.2m | — |
| COOKSON PEIRCE & CO INC 0.56% of their portfolio | 430.2k $8.0m | — |
| Marietta Wealth Management, LLC 1.96% of their portfolio | 422.4k $7.9m | — |
| Asset Dedication, LLC 0.82% of their portfolio | 402.0k $7.5m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 393.7k $7.3m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 388.3k $7.2m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 366.2k $6.8m | — |
| Sargent Bickham Lagudis LLC 0.60% of their portfolio | 359.6k $6.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 337.4k $6.3m | — |
| TLWM 2.90% of their portfolio | 324.9k $6.6m | — |
| KIRR MARBACH & CO LLC /IN/ 2.00% of their portfolio | 317.2k $5.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 261.6k $4.9m | — |
| Carnegie Investment Counsel 0.20% of their portfolio | 226.2k $4.2m | — |
| Red Spruce Capital, LLC 2.64% of their portfolio | 202.3k $3.8m | — |
| NewEdge Advisors, LLC 0.06% of their portfolio | 195.2k $3.6m | — |
| HUB Investment Partners, LLC 1.09% of their portfolio | 194.3k $3.6m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 187.6k $3.5m | — |
| Heartwood Wealth Advisors LLC 0.56% of their portfolio | 174.2k $3.2m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 165.6k $3.1m | — |
| DAVIS R M INC 0.09% of their portfolio | 165.1k $3.1m | — |
| COLONY GROUP LLC 0.05% of their portfolio | 160.6k $3.0m | — |
| Oliver Luxxe Assets LLC 0.71% of their portfolio | 121.4k $2.3m | — |
| Kessler Investment Group, LLC 1.85% of their portfolio | 120.2k $2.2m | — |
| Gladstone Institutional Advisory LLC 0.15% of their portfolio | 105.7k $2.0m | — |
| IHT Wealth Management, LLC 0.15% of their portfolio | 102.7k $1.9m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 100.9k $1.9m | — |
| Financial Advisory Group 0.39% of their portfolio | 93.0k $1.7m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 92.5k $1.7m | — |
| Souders Financial Advisors 0.46% of their portfolio | 90.7k $1.7m | — |
| Laurel Wealth Advisors LLC 0.42% of their portfolio | 89.3k $1.7m | — |
| Beaumont Financial Partners, LLC 0.16% of their portfolio | 89.3k $1.7m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 86.0k $1.6m | — |
| Colonial Trust Advisors 0.19% of their portfolio | 77.2k $1.4m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio | 75.4k $1.4m | — |
| Cribstone Capital Management, LLC 0.82% of their portfolio | 71.6k $1.3m | — |
| Invesco Ltd. 0.00% of their portfolio | 70.7k $1.3m | — |
| Exchange Capital Management, Inc. 0.28% of their portfolio | 66.0k $1.2m | — |
| DENVER WEALTH MANAGEMENT, INC. 0.94% of their portfolio | 53.4k $993.0k | — |
| New Potomac Partners, LLC 0.81% of their portfolio | 51.8k $963.0k | — |
| V Wealth Advisors LLC 0.19% of their portfolio | 49.7k $925.0k | — |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.38% of their portfolio | 49.0k $911.0k | — |
| Goepper Burkhardt LLC 0.66% of their portfolio | 48.0k $893.0k | — |
| Lido Advisors, LLC 0.02% of their portfolio | 46.8k $871.0k | — |
| Horizons Wealth Management 0.80% of their portfolio | 46.8k $871.0k | — |
| Virginia National Bank 2.61% of their portfolio | 43.9k $818.0k | — |
| Capital Investment Advisors, LLC 0.02% of their portfolio | 38.2k $712.0k | — |
| Colonial Trust Co / SC 0.23% of their portfolio | 38.0k $707.0k | — |
| Redwood Financial Network Corp 0.74% of their portfolio | 34.8k $648.0k | — |
| Segment Wealth Management, LLC 0.07% of their portfolio | 32.0k $595.0k | — |
| Legacy Financial Group LLC 0.20% of their portfolio | 31.7k $590.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 31.3k $583.0k | — |
| SAWGRASS ASSET MANAGEMENT LLC 0.08% of their portfolio | 28.4k $529.0k | — |
| Comprehensive Financial Consultants Institutional, Inc. 0.34% of their portfolio | 27.8k $514.0k | — |
| 1834 INVESTMENT ADVISORS CO 0.08% of their portfolio | 27.3k $508.0k | — |
| Apella Capital, LLC 0.06% of their portfolio | 26.8k $499.0k | — |
| RVW Wealth, LLC 0.07% of their portfolio | 26.6k $495.0k | — |
| Geneos Wealth Management Inc. 0.03% of their portfolio | 26.6k $494.0k | — |
| WESTERN FINANCIAL Corp 0.34% of their portfolio | 26.4k $491.0k | — |
| Straight Path Wealth Management 0.44% of their portfolio | 26.1k $486.0k | — |
| Certified Advisory Corp 0.11% of their portfolio | 25.9k $482.0k | — |
| Ellevest, Inc. 0.04% of their portfolio | 24.9k $464.0k | — |
| NORTHCAPE WEALTH MANAGEMENT, LLC 0.16% of their portfolio | 24.3k $453.0k | — |
| SILVERLAKE WEALTH MANAGEMENT LLC 0.30% of their portfolio | 23.9k $444.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 23.4k $435.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 21.8k $406.0k | — |
| Ameritas Investment Partners, Inc. 0.02% of their portfolio | 21.3k $396.0k | — |
| Cypress Wealth Services, LLC 0.13% of their portfolio | 20.9k $388.0k | — |
| Denver PWM, LLC 0.20% of their portfolio | 19.4k $364.0k | — |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio | 18.6k $346.0k | — |
| TCWP LLC 0.06% of their portfolio | 16.4k $304.0k | — |
| WOODMONT INVESTMENT COUNSEL LLC 0.03% of their portfolio | 14.7k $274.0k | — |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 14.0k $260.0k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 13.6k $253.0k | — |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 13.4k $250.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 13.3k $248.0k | — |
| Iowa State Bank 0.07% of their portfolio | 13.2k $246.0k | — |
| Cetera Advisors LLC 0.01% of their portfolio | 12.9k $241.0k | — |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio | 12.6k $235.0k | — |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 12.4k $230.0k | — |
| Ramiah Investment Group 0.47% of their portfolio | 11.9k $222.1k | — |
| Flaharty Asset Management, LLC 0.04% of their portfolio | 11.4k $212.0k | — |
| First Fiduciary Investment Counsel, Inc. 0.05% of their portfolio | 11.2k $208.0k | — |
| GS Investments, Inc. 0.13% of their portfolio | 10.9k $203.0k | — |
| Kingsview Wealth Management, LLC 0.01% of their portfolio | 10.9k $203.0k | — |
| First Command Bank 0.03% of their portfolio | 10.9k $202.0k | — |
| First Command Financial Services, Inc. 0.03% of their portfolio | 10.9k $202.0k | — |
| Lineweaver Wealth Advisors, LLC 0.06% of their portfolio | 10.6k $197.0k | — |
| YHB Investment Advisors, Inc. 0.02% of their portfolio | 10.6k $197.0k | — |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 10.1k $189.0k | — |
| Vigilant Capital Management, LLC 0.01% of their portfolio | 8.6k $159.0k | — |
| Independence Bank of Kentucky 0.07% of their portfolio | 7.7k $144.0k | — |
| First Horizon Advisors, Inc. 0.01% of their portfolio | 7.6k $141.0k | — |