INVESCO EXCH TRD SLF IDX FD BSCM
BULSHS 2022 CB · ETP · CUSIP 46138J882
288
institutional holders
51.9m
shares reported held*
$1.1bnreported 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 ≈ $21.18.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Lido Advisors, LLC 1.66% of their portfolio | 3.9m $83.1m | — |
| HM PAYSON & CO 1.47% of their portfolio | 2.5m $53.4m | — |
| MORGAN STANLEY 0.01% of their portfolio | 2.5m $51.9m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 2.4m $51.3m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.9m $41.0m | — |
| Brookstone Capital Management 0.92% of their portfolio | 1.9m $39.8m | — |
| Asset Dedication, LLC 4.21% of their portfolio | 1.8m $38.3m | — |
| Fusion Family Wealth, LLC 5.44% of their portfolio | 1.7m $36.2m | — |
| LPL Financial LLC 0.03% of their portfolio | 1.2m $26.0m | — |
| EASTERN BANK 1.35% of their portfolio | 1.1m $23.7m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 936.4k $19.8m | — |
| Integrated Wealth Concepts LLC 0.63% of their portfolio | 932.5k $19.8m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 898.7k $19.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 817.9k $17.3m | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 745.7k $15.8m | — |
| Strategic Family Wealth Counselors, L.L.C. 7.75% of their portfolio | 745.5k $15.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio | 715.5k $15.2m | — |
| TLWM 6.60% of their portfolio | 705.5k $15.0m | — |
| Motley Fool Wealth Management, LLC 0.89% of their portfolio | 644.6k $13.7m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 623.6k $13.2m | — |
| Legacy Private Trust Co. 1.21% of their portfolio | 603.2k $12.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio | 601.3k $12.7m | — |
| Stonebridge Capital Advisors LLC 1.53% of their portfolio | 561.7k $11.9m | — |
| DAVIS R M INC 0.34% of their portfolio | 555.7k $11.8m | — |
| Bluespring Wealth Management, LLC 1.67% of their portfolio | 543.0k $11.5m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 489.3k $10.4m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 478.9k $10.1m | — |
| Blue Barn Wealth, LLC 7.01% of their portfolio | 464.8k $9.8m | — |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 422.0k $8.9m | — |
| Mirador Capital Partners LP 2.08% of their portfolio | 407.3k $8.6m | — |
| Sigma Planning Corp 0.31% of their portfolio | 386.4k $8.2m | — |
| S.E.E.D. Planning Group LLC 3.72% of their portfolio | 375.5k $8.0m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.39% of their portfolio | 369.3k $7.8m | — |
| SENTINEL PENSION ADVISORS, LLC 2.71% of their portfolio | 366.7k $7.8m | — |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 330.3k $7.0m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.40% of their portfolio | 324.8k $6.9m | — |
| BENEDICT FINANCIAL ADVISORS INC 2.20% of their portfolio | 324.0k $6.9m | — |
| Cornerstone Wealth Management, LLC 0.76% of their portfolio | 322.6k $6.8m | — |
| Exchange Capital Management, Inc. 1.55% of their portfolio | 316.6k $6.7m | — |
| BCS Wealth Management 3.12% of their portfolio | 313.3k $6.6m | — |
| STEPHENS INC /AR/ 0.14% of their portfolio | 310.9k $6.6m | — |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 298.4k $6.3m | — |
| TCWP LLC 1.32% of their portfolio | 294.7k $6.2m | — |
| HENGEHOLD CAPITAL MANAGEMENT LLC 0.92% of their portfolio | 284.0k $6.0m | — |
| VAUGHAN DAVID INVESTMENTS LLC/IL 0.20% of their portfolio | 283.2k $6.0m | — |
| KIRR MARBACH & CO LLC /IN/ 2.00% of their portfolio | 278.2k $5.9m | — |
| COURIER CAPITAL LLC 0.72% of their portfolio | 274.5k $5.8m | — |
| WEALTHSOURCE PARTNERS, LLC 0.41% of their portfolio | 261.4k $5.5m | — |
| UBS Group AG 0.00% of their portfolio | 259.5k $5.5m | — |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 259.3k $5.5m | — |
| Trilogy Capital Inc. 0.46% of their portfolio | 240.6k $5.1m | — |
| Mariner, LLC 0.02% of their portfolio | 234.3k $5.0m | — |
| Cresset Asset Management, LLC 0.06% of their portfolio | 234.0k $5.0m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 233.6k $4.9m | — |
| IRON Financial LLC 2.58% of their portfolio | 222.0k $4.7m | — |
| Goepper Burkhardt LLC 3.42% of their portfolio | 217.1k $4.6m | — |
| Moloney Securities Asset Management, LLC 1.08% of their portfolio | 210.2k $4.5m | — |
| Curbstone Financial Management Corp 1.10% of their portfolio | 207.9k $4.4m | — |
| IMA Advisory Services, Inc. 1.16% of their portfolio | 204.1k $4.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio | 196.2k $4.2m | — |
| 4Thought Financial Group Inc. 4.02% of their portfolio | 193.1k $4.1m | — |
| FCA CORP /TX 1.72% of their portfolio | 191.6k $4.1m | — |
| MONTAG A & ASSOCIATES INC 0.26% of their portfolio | 179.3k $3.8m | — |
| Heartwood Wealth Advisors LLC 0.63% of their portfolio | 171.9k $3.6m | — |
| Private Advisor Group, LLC 0.04% of their portfolio | 156.1k $3.3m | — |
| CWM, LLC 0.03% of their portfolio | 156.0k $3.3m | — |
| Horizons Wealth Management 3.03% of their portfolio | 155.5k $3.3m | — |
| American Institute for Advanced Investment Management, LLP 2.98% of their portfolio | 150.8k $3.2m | — |
| MGO ONE SEVEN LLC 0.10% of their portfolio | 147.8k $2.5m | — |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 147.1k $3.1m | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.25% of their portfolio | 147.1k $3.1m | — |
| RVW Wealth, LLC 0.43% of their portfolio | 146.2k $3.1m | — |
| Apollon Wealth Management, LLC 0.25% of their portfolio | 142.4k $3.0m | — |
| Redwood Financial Network Corp 3.30% of their portfolio | 136.7k $2.9m | — |
| AE Wealth Management LLC 0.02% of their portfolio | 136.4k $2.9m | — |
| Aspen Investment Management Inc 1.90% of their portfolio | 134.5k $2.8m | — |
| MML INVESTORS SERVICES, LLC 0.02% of their portfolio | 131.5k $2.8m | — |
| SAWGRASS ASSET MANAGEMENT LLC 0.39% of their portfolio | 130.1k $2.8m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.04% of their portfolio | 129.3k $2.7m | — |
| Financial Architects, Inc 0.46% of their portfolio | 125.5k $2.7m | — |
| Invesco Ltd. 0.00% of their portfolio | 124.3k $2.6m | — |
| G2 CAPITAL MANAGEMENT, LLC / OH 1.15% of their portfolio | 116.9k $2.5m | — |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 115.7k $2.5m | — |
| KANAWHA CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 115.2k $2.4m | — |
| Laurel Wealth Advisors LLC 0.62% of their portfolio | 115.1k $2.4m | — |
| Harfst & Associates, Inc. 0.71% of their portfolio | 111.9k $2.4m | — |
| Retirement Solution LLC 1.21% of their portfolio | 106.6k $2.3m | — |
| Wealthstar Advisors, LLC 1.07% of their portfolio | 106.0k $2.2m | — |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% of their portfolio | 104.5k $2.2m | — |
| Solitude Financial Services 1.60% of their portfolio | 103.3k $2.2m | — |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.21% of their portfolio | 102.0k $2.2m | — |
| KilterHowling LLC 2.42% of their portfolio | 95.2k $2.0m | — |
| US BANCORP \DE\ 0.00% of their portfolio | 94.8k $2.0m | — |
| Stiles Financial Services Inc 1.17% of their portfolio | 92.2k $1.9m | — |
| Oder Investment Management, LLC 2.27% of their portfolio | 91.5k $1.9m | — |
| Kessler Investment Group, LLC 1.58% of their portfolio | 90.2k $1.9m | — |
| Joule Financial, LLC 1.39% of their portfolio | 87.3k $1.8m | — |
| Edge Wealth Management LLC 0.39% of their portfolio | 83.9k $1.8m | — |
| Kestra Advisory Services, LLC 0.02% of their portfolio | 83.6k $1.8m | — |
| GUARDIAN WEALTH ADVISORS, LLC / NC 0.32% of their portfolio | 82.2k $1.7m | — |