INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY is a security (CUSIP 46138J817) tracked across SEC portfolio filings. 5 institutional managers reported $15.8M on Form 13F as of 2025-09-30; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.
Summary
- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULSHS 2025 HY
- CUSIP: 46138J817
- Asset category: EC
- 13F holders: 5
- 13F value: $15.8M
- 13F period: 2025-09-30
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY, MD | $11.4M | 492,654 |
| Tyler-Stone Wealth Management | BEACHWOOD, OH | $3.6M | 156,260 |
| Masso Torrence Wealth Management Inc. | MARLTON, NJ | $600K | 26,017 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $233K | 10,082 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |
Top fund holders (N-PORT)
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