BSCW — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSCW)? 13 institutions reported holding $27.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Strategic Financial Group, LLC ($13.7M), Decker Wealth Management LLC ($5.5M), Ledgewood Wealth Advisors, LLC ($3.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Financial Group, LLC | $13.7M | 697,281 | Added |
| 2 | Decker Wealth Management LLC | $5.5M | 279,855 | Added |
| 3 | Ledgewood Wealth Advisors, LLC | $3.4M | 174,170 | Added |
| 4 | Horizons Wealth Management | $2.0M | 102,498 | Added |
| 5 | Apella Capital, LLC | $1.0M | 51,046 | New |
| 6 | Farther Finance Advisors, LLC | $775,096 | 39,576 | Trimmed |
| 7 | Global Wealth Strategies & Associates | $418,467 | 21,367 | Trimmed |
| 8 | Davis Capital Management | $236,900 | 12,096 | Added |
| 9 | Marquette Asset Management, LLC | $95,614 | 4,882 | Hold |
| 10 | Bank of New Hampshire | $74,423 | 3,800 | Hold |
| 11 | EASTERN BANK | $47,396 | 2,420 | Hold |
| 12 | Noble Wealth Management PBC | $35,253 | 1,800 | Hold |
| 13 | Apeiron RIA LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30