# INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB

INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB is a security (CUSIP 46138J783) tracked across SEC portfolio filings. 418 institutional managers reported $3.8B on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULSHS 2027 CB
- CUSIP: 46138J783
- 13F holders: 418
- 13F value: $3.8B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 418 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $1.4B | 70,691,925 |
| MORGAN STANLEY | NEW YORK, NY | $202.3M | 10,310,732 |
| UBS Group AG | Zurich, V8 | $161.5M | 8,230,609 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $143.0M | 7,284,086 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $140.7M | 7,170,992 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $118.5M | 6,036,134 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $109.7M | 5,588,500 |
| MAI Capital Management | INDEPENDENCE, OH | $60.0M | 3,055,562 |
| Hills Bank & Trust Co | North Liberty, IA | $52.0M | 2,649,128 |
| Royal Bank of Canada | TORONTO, A6 | $46.9M | 2,390,339 |
| Avior Wealth Management, LLC | OMAHA, NE | $42.5M | 2,165,477 |
| SNS Financial Group, LLC | MINNEAPOLIS, MN | $37.6M | 1,914,503 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $35.5M | 1,808,289 |
| [DAVIS R M INC](https://search.stillhousedata.com/firm/105448) | PORTLAND, ME | $33.9M | 1,725,794 |
| [Brookstone Capital Management](https://search.stillhousedata.com/firm/141413) | WHEATON, IL | $28.1M | 1,430,128 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J783.md)
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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.