# INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB

INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB is a security (CUSIP 46138J825) tracked across SEC portfolio filings. 13 institutional managers reported $19.8M on Form 13F as of 2026-03-31; 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 CB
- CUSIP: 46138J825
- Asset category: EC
- 13F holders: 13
- 13F value: $19.8M
- 13F period: 2026-03-31
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Kaye Capital Management](https://search.stillhousedata.com/firm/109329) | EL SEGUNDO, CA | $6.8M | 326,771 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $4.9M | 238,939 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $1.7M | 84,095 |
| [Tyler-Stone Wealth Management](https://search.stillhousedata.com/firm/173667) | BEACHWOOD, OH | $1.5M | 71,656 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $1.1M | 52,426 |
| SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY, MD | $1.0M | 49,764 |
| [Good Life Advisors, LLC](https://search.stillhousedata.com/firm/171898) | READING, PA | $1.0M | 49,612 |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $728K | 35,198 |
| OPTIMUM INVESTMENT ADVISORS | Chicago, IL | $399K | 19,300 |
| [Sterling Financial Group, Inc.](https://search.stillhousedata.com/firm/300327) | PASADENA, CA | $342K | 16,534 |
| First Horizon Advisors, Inc. | MEMPHIS, TN | $241K | 11,632 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $41 | 2 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 98.93% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138J825.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.