Vault-13

INVESCO EXCH TRD SLF IDX FD BSJP

BULSHS 2025 HY · ETP · CUSIP 46138J817

0 institutional holders -168 vs Q3 2025
—reported value*
0 new 0 added 0 reduced 167 sold out net sold ≈ $365.7m (-15.9m 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.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 102Q4 22: 116Q1 23: 131Q2 23: 133Q3 23: 145Q4 23: 151Q1 24: 160Q2 24: 187Q3 24: 179Q4 24: 186Q1 25: 185Q2 25: 180Q3 25: 168Q4 25: 00Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022102
Q4 2022116
Q1 2023131
Q2 2023133
Q3 2023145
Q4 2023151
Q1 2024160
Q2 2024187
Q3 2024179
Q4 2024186
Q1 2025185
Q2 2025180
Q3 2025168
Q4 20250

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 24: 103 bought or addedQ1 24: 47 cut or sold outQ2 24: 120 bought or addedQ2 24: 50 cut or sold outQ2 24Q3 24: 102 bought or addedQ3 24: 69 cut or sold outQ4 24: 100 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 82 bought or addedQ1 25: 90 cut or sold outQ2 25: 66 bought or addedQ2 25: 98 cut or sold outQ2 25Q3 25: 60 bought or addedQ3 25: 103 cut or sold outQ4 25: 0 bought or addedQ4 25: 167 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202410347
Q2 202412050
Q3 202410269
Q4 202410067
Q1 20258290
Q2 20256698
Q3 202560103
Q4 20250167

Biggest buyers

None

Biggest sellers

LPL Financial LLC Sold out -2,126,969-2.1m
Cetera Investment Advisers Sold out -979,756-979.8k
MORGAN STANLEY Sold out -966,503-966.5k
Mirador Capital Partners LP Sold out -750,414-750.4k
ENVESTNET ASSET MANAGEMENT INC Sold out -582,722-582.7k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Sold out -538,379-538.4k
Advisory Alpha, LLC Sold out -512,534-512.5k
WELLS FARGO & COMPANY/MN Sold out -472,968-473.0k
AA Financial Advisors, LLC Sold out -444,951-445.0k
Ashton Thomas Private Wealth, LLC Sold out -368,282-368.3k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change