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.
Showing 15 of 418 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Lido Advisors, LLC | 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 | 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 | PORTLAND, ME | $33.9M | 1,725,794 |
| Brookstone Capital Management | WHEATON, IL | $28.1M | 1,430,128 |