# INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG

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.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULETSHS 2029 HG
- CUSIP: 46138J395
- 13F holders: 125
- 13F value: $331.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 125 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $60.5M | 2,878,145 |
| [Legacy Financial Group LLC](https://search.stillhousedata.com/firm/154927) | 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](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $12.2M | 580,655 |
| UBS Group AG | Zurich, V8 | $10.2M | 483,657 |
| [Leo Wealth, LLC](https://search.stillhousedata.com/firm/283891) | HURST, TX | $8.8M | 418,693 |
| MORGAN STANLEY | NEW YORK, NY | $8.7M | 415,119 |
| [Modern Wealth Management, LLC](https://search.stillhousedata.com/firm/324624) | 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](https://search.stillhousedata.com/firm/145530) | LOS ANGELES, CA | $8.0M | 378,154 |
| [Kaye Capital Management](https://search.stillhousedata.com/firm/109329) | EL SEGUNDO, CA | $7.7M | 355,560 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $7.6M | 359,676 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J395.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.