BSCT — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSCT)? 23 institutions reported holding $62.20M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($32.0M), Ledgewood Wealth Advisors, LLC ($6.9M), Decker Wealth Management LLC ($6.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TLWM | $32.0M | 1.8M | Added |
| 2 | Ledgewood Wealth Advisors, LLC | $6.9M | 380,738 | Trimmed |
| 3 | Decker Wealth Management LLC | $6.1M | 336,267 | Added |
| 4 | Red Spruce Capital, LLC | $5.5M | 300,852 | Added |
| 5 | Horizons Wealth Management | $4.2M | 232,358 | Added |
| 6 | S.E.E.D. Planning Group LLC | $4.0M | 220,577 | Trimmed |
| 7 | Apella Capital, LLC | $1.3M | 68,956 | Added |
| 8 | Kessler Investment Group, LLC | $505,268 | 27,762 | Trimmed |
| 9 | Global Wealth Strategies & Associates | $364,947 | 20,052 | Trimmed |
| 10 | RVW Wealth, LLC | $324,724 | 17,842 | Added |
| 11 | Bill Few Associates, Inc. | $211,120 | 11,600 | Hold |
| 12 | Stonebridge Financial Group, LLC | $198,708 | 10,918 | Hold |
| 13 | Mirador Capital Partners LP | $188,311 | 10,347 | New |
| 14 | Davis Capital Management | $105,942 | 5,821 | Added |
| 15 | Marquette Asset Management, LLC | $79,571 | 4,372 | Hold |
| 16 | Sarver Vrooman Wealth Advisors | $61,771 | 3,394 | Hold |
| 17 | EASTERN BANK | $61,152 | 3,360 | Hold |
| 18 | GAMMA Investing LLC | $31,650 | 1,739 | Added |
| 19 | Farther Finance Advisors, LLC | $18,855 | 1,036 | Trimmed |
| 20 | CX Institutional | $7,000 | 390 | Added |
| 21 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 22 | Apeiron RIA LLC | $0 | 0 | Exited |
| 23 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30