# INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI

INVESCO EXCH TRD SLF IDX FD BULSHS 2029 MUNI is a security (CUSIP 46138J478) tracked across SEC portfolio filings. 125 institutional managers reported $201.8M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULSHS 2029 MUNI
- CUSIP: 46138J478
- 13F holders: 125
- 13F value: $201.8M
- 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 |
| --- | --- | --- | --- |
| [Elequin Capital, LP](https://search.stillhousedata.com/firm/308371) | NEW YORK, NY | $22.1M | 943,376 |
| Hills Bank & Trust Co | North Liberty, IA | $15.2M | 659,279 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $13.5M | 586,718 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $6.9M | 299,559 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $6.7M | 291,824 |
| [Kathmere Capital Management, LLC](https://search.stillhousedata.com/firm/305118) | WAYNE, PA | $6.3M | 274,921 |
| MORGAN STANLEY | NEW YORK, NY | $5.6M | 245,117 |
| UBS Group AG | Zurich, V8 | $5.4M | 233,923 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $5.2M | 225,499 |
| [Sterling Financial Group, Inc.](https://search.stillhousedata.com/firm/300327) | PASADENA, CA | $4.8M | 206,991 |
| NewEdge Advisors, LLC | New Orleans, LA | $4.6M | 199,494 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $4.6M | 199,409 |
| Avior Wealth Management, LLC | OMAHA, NE | $4.5M | 193,355 |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $4.2M | 182,629 |
| PRECEDENT WEALTH PARTNERS, LLC | HOUSTON, TX | $4.1M | 178,979 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J478.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.