Invesco Exchange-Traded Self-Indexed Fund Trust - BSJV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Leo Wealth, LLC | History | New | 274,538 | 7,343 | 0.53% | — | 1 | +274,538 | New | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 241,455 | 6,446 | 0.04% | 0.02% | 2 | +120,407 | 99.47% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 204,331 | 5,455 | 0.0% | 0.0% | 3 | -28,407 | -12.21% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 113,786 | 3,038 | 0.03% | 0.05% | 4 | +56 | 0.05% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Reduced | 77,176 | 2,060 | 0.0% | 0.0% | 5 | -16,745 | -17.83% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 74,293 | 1,983 | 0.0% | 0.0% | 6 | -158 | -0.21% | Q4 2025 | Feb 18, 2026 |
| SFE Investment Counsel | History | Added to | 68,348 | 1,824 | 0.28% | 0.1% | 7 | +44,023 | 180.98% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 45,865 | 1,225 | 0.0% | — | 8 | +45,865 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 39,337 | 1,050 | 0.0% | 0.0% | 9 | +13,224 | 50.64% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 36,289 | 968 | 0.08% | 0.04% | 10 | +18,559 | 104.68% | Q4 2025 | Feb 04, 2026 |
| Jessup Wealth Management, Inc | History | New | 30,198 | 806 | 0.27% | — | 11 | +30,198 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,297 | 782 | 0.0% | 0.0% | 12 | +4,627 | 18.76% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 27,985 | 747 | 0.01% | — | 13 | +27,985 | New | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,120 | 644 | 0.0% | 0.0% | 14 | +13,919 | 136.45% | Q4 2025 | Feb 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 16,867 | 450 | 0.01% | 0.01% | 15 | +3,768 | 28.77% | Q4 2025 | Feb 17, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 16,403 | 437 | 0.22% | 0.19% | 16 | +2,729 | 19.96% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,094 | 430 | 0.0% | 0.0% | 17 | +1,462 | 9.99% | Q4 2025 | Jan 08, 2026 |
| ORG Partners LLC | History | Added to | 15,407 | 411 | 0.07% | 0.07% | 18 | +1,495 | 10.75% | Q4 2025 | Jan 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Added to | 14,989 | 400 | 0.11% | 0.11% | 19 | +310 | 2.11% | Q4 2025 | Feb 09, 2026 |
| VestGen Advisors, LLC | History | Reduced | 10,173 | 271 | 0.01% | 0.01% | 20 | -4,179 | -29.12% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | New | 9,289 | 248 | 0.03% | — | 21 | +9,289 | New | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,118 | 216 | 0.0% | 0.0% | 22 | +6,995 | 622.89% | Q4 2025 | Feb 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | New | 8,050 | 214 | 0.09% | — | 23 | +8,050 | New | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 7,858 | 209 | 0.01% | 0.01% | 24 | -44 | -0.56% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 7,736 | 206 | 0.02% | 0.02% | 25 | +1,506 | 24.17% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,568 | 202 | 0.0% | — | 26 | +7,568 | New | Q4 2025 | Feb 12, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 7,504 | 199 | 0.02% | 0.01% | 27 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 6,400 | 170 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,805 | 101 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Larson Financial Group LLC | History | No change | 1,582 | 42 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,394 | 37 | 0.0% | — | 31 | +1,394 | New | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,200 | 32 | 0.0% | — | 32 | +1,200 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,087 | 29 | 0.0% | — | 33 | +1,087 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 509 | 14 | 0.0% | — | 34 | +509 | New | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | No change | 370 | 10 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 365 | 9 | 0.0% | — | 36 | +365 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -85,631 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,473 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RHL GROUP, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |