# INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI

INVESCO EXCH TRD SLF IDX FD BULSHS 2028 MUNI is a security (CUSIP 46138J486) tracked across SEC portfolio filings. 134 institutional managers reported $193.7M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULSHS 2028 MUNI
- CUSIP: 46138J486
- 13F holders: 134
- 13F value: $193.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 134 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $12.0M | 511,146 |
| MORGAN STANLEY | NEW YORK, NY | $9.4M | 401,500 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $8.1M | 348,362 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $7.6M | 324,173 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $6.8M | 292,733 |
| UBS Group AG | Zurich, V8 | $6.2M | 264,396 |
| Hills Bank & Trust Co | North Liberty, IA | $5.8M | 246,890 |
| Summit Financial, LLC | PARSIPPANY, NJ | $5.1M | 217,799 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $5.1M | 216,228 |
| [Kathmere Capital Management, LLC](https://search.stillhousedata.com/firm/305118) | WAYNE, PA | $4.9M | 208,191 |
| NewEdge Advisors, LLC | New Orleans, LA | $4.9M | 207,553 |
| CENTRAL VALLEY ADVISORS, LLC | SACRAMENTO, CA | $4.4M | 188,612 |
| PRECEDENT WEALTH PARTNERS, LLC | HOUSTON, TX | $4.2M | 179,962 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $4.0M | 172,737 |
| [Coastline Complete Wealth LLC](https://search.stillhousedata.com/firm/338227) | BLUFFTON, SC | $3.9M | 166,667 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J486.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.
