# INVESCO EXCH TRD SLF IDX FD BULETSHS 2029

INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 is a security (CUSIP 46138J577) tracked across SEC portfolio filings. 364 institutional managers reported $2.1B on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: BULETSHS 2029
- CUSIP: 46138J577
- 13F holders: 364
- 13F value: $2.1B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 364 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| MORGAN STANLEY | NEW YORK, NY | $166.8M | 8,936,736 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $127.8M | 6,849,192 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $118.4M | 6,346,510 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $88.7M | 4,751,065 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $88.0M | 4,717,245 |
| Clearstead Advisors, LLC | CLEVELAND, OH | $68.1M | 3,664,565 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $65.1M | 3,487,306 |
| UBS Group AG | Zurich, V8 | $48.0M | 2,572,542 |
| Hills Bank & Trust Co | North Liberty, IA | $45.8M | 2,452,536 |
| Royal Bank of Canada | TORONTO, A6 | $45.6M | 2,445,163 |
| Avior Wealth Management, LLC | OMAHA, NE | $43.8M | 2,357,478 |
| [MANCHESTER FINANCIAL INC](https://search.stillhousedata.com/firm/106071) | Westlake Village, CA | $42.3M | 2,277,588 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $42.3M | 2,274,983 |
| MAI Capital Management | INDEPENDENCE, OH | $41.6M | 2,231,679 |
| [TLWM](https://search.stillhousedata.com/firm/158305) | SAN ANTONIO, TX | $29.7M | 1,598,888 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46138j577.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.