BSCQ — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSCQ)? 22 institutions reported holding $55.74M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($36.5M), Ledgewood Wealth Advisors, LLC ($5.8M), Legacy Private Trust Co. ($4.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TLWM | $36.5M | 1.9M | Added |
| 2 | Ledgewood Wealth Advisors, LLC | $5.8M | 298,366 | Trimmed |
| 3 | Legacy Private Trust Co. | $4.0M | 206,455 | Trimmed |
| 4 | Horizons Wealth Management | $3.3M | 169,753 | Trimmed |
| 5 | Ballew Advisors, Inc | $1.3M | 65,958 | Trimmed |
| 6 | Farther Finance Advisors, LLC | $1.2M | 61,646 | Trimmed |
| 7 | Kessler Investment Group, LLC | $1.2M | 60,615 | Trimmed |
| 8 | RVW Wealth, LLC | $621,952 | 31,862 | Added |
| 9 | Mirador Capital Partners LP | $421,603 | 21,598 | Added |
| 10 | Stonebridge Financial Group, LLC | $363,316 | 18,612 | Trimmed |
| 11 | Apella Capital, LLC | $257,745 | 13,194 | Trimmed |
| 12 | SigFig Wealth Management, LLC | $238,573 | 12,222 | Trimmed |
| 13 | Kaydan Wealth Management, Inc. | $204,866 | 10,495 | Trimmed |
| 14 | EASTERN BANK | $118,330 | 6,062 | Trimmed |
| 15 | Marquette Asset Management, LLC | $70,448 | 3,609 | Hold |
| 16 | Sarver Vrooman Wealth Advisors | $62,835 | 3,219 | Hold |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $41,773 | 2,140 | Hold |
| 18 | CX Institutional | $30,000 | 1,524 | Added |
| 19 | Davis Capital Management | $2,733 | 140 | Hold |
| 20 | FC Advisory LLC | $0 | 0 | Exited |
| 21 | Apeiron RIA LLC | $0 | 0 | Exited |
| 22 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30