# INVESCO EXCH TRD SLF IDX FD BULETSHS 2027

INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 is a security (CUSIP 46138J585) tracked across SEC portfolio filings. 176 institutional managers reported $572.5M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULETSHS 2027
- CUSIP: 46138J585
- 13F holders: 176
- 13F value: $572.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 176 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Mirador Capital Partners LP](https://search.stillhousedata.com/firm/173764) | PLEASANTON, CA | $53.5M | 2,395,160 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $44.2M | 1,976,475 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $36.1M | 1,612,081 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $30.4M | 1,357,172 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $26.3M | 1,177,150 |
| MORGAN STANLEY | NEW YORK, NY | $24.9M | 1,111,590 |
| [Larson Financial Group LLC](https://search.stillhousedata.com/firm/140599) | St Louis, MO | $21.5M | 959,603 |
| [Ashton Thomas Private Wealth, LLC](https://search.stillhousedata.com/firm/153902) | SCOTTSDALE, AZ | $17.2M | 768,762 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $14.8M | 662,459 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $13.8M | 617,617 |
| UBS Group AG | Zurich, V8 | $13.0M | 582,999 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $12.0M | 536,744 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $11.0M | 491,544 |
| Accurate Wealth Management, LLC | WESLEY CHAPEL, FL | $10.6M | 475,561 |
| Altium Investment Strategies LLC | WESLEY CHAPEL, FL | $10.6M | 475,561 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J585.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.