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BSCS — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026

Who owns Invesco Exch Trd Slf Idx Fd (BSCS)? 24 institutions reported holding $72.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($35.5M), Red Spruce Capital, LLC ($9.2M), Ledgewood Wealth Advisors, LLC ($9.1M).

RankInstitutionValueSharesChange
1TLWM$35.5M1.8MAdded
2Red Spruce Capital, LLC$9.2M455,717Added
3Ledgewood Wealth Advisors, LLC$9.1M453,633Added
4Decker Wealth Management LLC$6.0M298,744Added
5Horizons Wealth Management$4.2M208,883Added
6S.E.E.D. Planning Group LLC$4.1M204,824Trimmed
7Apella Capital, LLC$1.3M63,716Added
8Ballew Advisors, Inc$548,35727,233Hold
9RVW Wealth, LLC$411,35520,440Added
10Legacy Private Trust Co.$391,93419,475Trimmed
11Bill Few Associates, Inc.$308,69715,339Hold
12Davis Capital Management$239,38711,895Added
13Castleview Partners, LLC$237,97911,825Added
14SigFig Wealth Management, LLC$236,54911,754Trimmed
15EASTERN BANK$134,5566,686Hold
16Marquette Asset Management, LLC$77,8243,867Hold
17Sarver Vrooman Wealth Advisors$62,2273,092Hold
18GAMMA Investing LLC$19,702979Added
19Farther Finance Advisors, LLC$17,207855Trimmed
20GILPIN WEALTH MANAGEMENT, LLC$12,075600Hold
21CX Institutional$7,000356Added
22Venture Visionary Partners LLC$00Exited
23Apeiron RIA LLC$00Exited
24Wedmont Private Capital$00Exited

Source: SEC Form 13F filings · as of 2026-09-30