BSJQ — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSJQ)? 12 institutions reported holding $39.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Mirador Capital Partners LP ($30.4M), Horizons Wealth Management ($2.2M), S.E.E.D. Planning Group LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Mirador Capital Partners LP | $30.4M | 1.3M | Trimmed |
| 2 | Horizons Wealth Management | $2.2M | 98,342 | Trimmed |
| 3 | S.E.E.D. Planning Group LLC | $2.0M | 88,054 | Trimmed |
| 4 | Ledgewood Wealth Advisors, LLC | $1.6M | 68,226 | Added |
| 5 | Avidian Wealth Enterprises, LLC | $1.2M | 53,980 | Added |
| 6 | Ballew Advisors, Inc | $959,759 | 42,049 | Hold |
| 7 | Gradient Investments LLC | $860,240 | 37,689 | Added |
| 8 | COLLECTIVE FAMILY OFFICE LLC | $210,355 | 9,216 | Trimmed |
| 9 | CoreCap Advisors, LLC | $87,169 | 3,819 | Hold |
| 10 | Farther Finance Advisors, LLC | $56,661 | 2,482 | Trimmed |
| 11 | CX Institutional | $30,000 | 1,320 | Added |
| 12 | Sarver Vrooman Wealth Advisors | $28,006 | 1,227 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30