BSJR institutional holders

INVESCO EXCH TRD SLF IDX FD · 13F, 2026Q2

Managers holding165
Shares held26,083,923
Reported value$582.9m
Quarter flows10 new, 72 added, 51 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Mirador Capital Partners LP2,395,160$53.5m6.6%
LPL Financial LLC2,124,675$47.5m0.0%
Cetera Investment Advisers1,705,927$38.1m0.0%
RAYMOND JAMES FINANCIAL INC1,429,596$31.9m0.0%
WELLS FARGO & COMPANY/MN1,244,589$27.8m0.0%
MORGAN STANLEY1,147,775$25.6m0.0%
OSAIC HOLDINGS, INC.985,722$22.0m0.0%
Ashton Thomas Private Wealth, LLC768,762$17.2m0.4%
Larson Financial Group LLC713,232$15.9m0.4%
MERCER GLOBAL ADVISORS INC /ADV660,311$14.8m0.0%
BANK OF AMERICA CORP /DE/555,768$12.4m0.0%
CAPTRUST FINANCIAL ADVISORS522,332$11.7m0.0%
Accurate Wealth Management, LLC475,561$10.6m1.0%
Altium Investment Strategies LLC475,561$10.6m15.3%
Advisory Alpha, LLC465,244$10.4m0.3%
Parkway Wealth Management Group, LLC456,265$10.2m1.2%
UBS Group AG400,145$8.9m0.0%
COLLECTIVE FAMILY OFFICE LLC366,184$8.2m1.7%
Verity Asset Management, Inc.362,888$8.1m3.1%
Ironwood Financial, llc358,454$8.0m1.3%
SFE Investment Counsel358,973$8.0m1.1%
BANTA ASSET MANAGEMENT LP330,285$7.4m6.6%
COMMONWEALTH EQUITY SERVICES, LLC322,104$7.2m0.0%
Delta Investment Management, LLC316,214$7.1m1.2%
Intrua Financial, LLC309,958$6.9m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("BSJR"). BSJR price history · All 13F data

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