# INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH

INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH is a security (CUSIP 46139W817) tracked across SEC portfolio filings. 53 institutional managers reported $44.4M on Form 13F as of 2026-06-30.

## Summary

- Issuer: INVESCO EXCH TRD SLF IDX FD
- Class: INVESCO BULLETSH
- CUSIP: 46139W817
- 13F holders: 53
- 13F value: $44.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 53 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Leo Wealth, LLC](https://search.stillhousedata.com/firm/283891) | HURST, TX | $7.3M | 282,511 |
| Equitable Holdings, Inc. | NEW YORK, NY | $7.1M | 266,874 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $6.5M | 249,170 |
| [SFE Investment Counsel](https://search.stillhousedata.com/firm/145530) | LOS ANGELES, CA | $3.0M | 114,822 |
| [Concurrent Investment Advisors, LLC](https://search.stillhousedata.com/firm/323135) | Tampa, FL | $2.6M | 100,795 |
| MORGAN STANLEY | NEW YORK, NY | $2.4M | 91,636 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $2.0M | 76,375 |
| [LBMC INVESTMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/108943) | Brentwood, TN | $1.3M | 49,726 |
| Royal Bank of Canada | TORONTO, A6 | $1.2M | 47,939 |
| [MONECO Advisors, LLC](https://search.stillhousedata.com/firm/171922) | FAIRFIELD, CT | $1.2M | 47,476 |
| Ark Wealth Advisors LLC | YORBA LINDA, CA | $1.0M | 38,664 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $980K | 37,701 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $889K | 34,200 |
| [Jessup Wealth Management, Inc](https://search.stillhousedata.com/firm/323035) | DAYTON, OH | $830K | 31,926 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Seattle, WA | $580K | 22,107 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46139W817.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.
