BSCU — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSCU)? 22 institutions reported holding $60.13M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tlwm ($32.9M), Decker Wealth Management LLC ($5.7M), Ledgewood Wealth Advisors, LLC ($4.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TLWM | $32.9M | 2.0M | Added |
| 2 | Decker Wealth Management LLC | $5.7M | 355,523 | Trimmed |
| 3 | Ledgewood Wealth Advisors, LLC | $4.2M | 261,015 | Trimmed |
| 4 | S.E.E.D. Planning Group LLC | $4.0M | 246,604 | Trimmed |
| 5 | Horizons Wealth Management | $3.8M | 237,166 | Added |
| 6 | Red Spruce Capital, LLC | $3.4M | 213,578 | Added |
| 7 | RVW Wealth, LLC | $2.4M | 149,572 | Added |
| 8 | Apella Capital, LLC | $1.0M | 63,680 | Added |
| 9 | Legacy Private Trust Co. | $794,394 | 49,219 | Trimmed |
| 10 | Kessler Investment Group, LLC | $492,028 | 30,485 | Trimmed |
| 11 | Cambridge Financial Group, LLC | $293,585 | 17,638 | Hold |
| 12 | Farther Finance Advisors, LLC | $287,825 | 17,833 | Trimmed |
| 13 | Bill Few Associates, Inc. | $276,962 | 17,160 | Hold |
| 14 | Davis Capital Management | $214,662 | 13,300 | Added |
| 15 | Marquette Asset Management, LLC | $87,060 | 5,394 | Hold |
| 16 | Sarver Vrooman Wealth Advisors | $58,782 | 3,642 | Hold |
| 17 | EASTERN BANK | $46,854 | 2,903 | Hold |
| 18 | Noble Wealth Management PBC | $36,315 | 2,250 | Trimmed |
| 19 | GAMMA Investing LLC | $4,568 | 283 | Added |
| 20 | Venture Visionary Partners 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