INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG is a security (CUSIP 46138J395) tracked across SEC portfolio filings. 125 institutional managers reported $331.1M on Form 13F as of 2026-06-30.
Showing 15 of 125 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $60.5M | 2,878,145 |
| Legacy Financial Group LLC | DES MOINES, IA | $19.4M | 916,872 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $16.8M | 799,650 |
| Equitable Holdings, Inc. | NEW YORK, NY | $13.0M | 602,299 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $12.2M | 580,655 |
| UBS Group AG | Zurich, V8 | $10.2M | 483,657 |
| Leo Wealth, LLC | HURST, TX | $8.8M | 418,693 |
| MORGAN STANLEY | NEW YORK, NY | $8.7M | 415,119 |
| Modern Wealth Management, LLC | KANSAS CITY, MO | $8.6M | 408,896 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $8.5M | 403,580 |
| Avior Wealth Management, LLC | OMAHA, NE | $8.4M | 399,608 |
| IHT Wealth Management, LLC | Chicago, IL | $8.2M | 391,229 |
| SFE Investment Counsel | LOS ANGELES, CA | $8.0M | 378,154 |
| Kaye Capital Management | EL SEGUNDO, CA | $7.7M | 355,560 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $7.6M | 359,676 |