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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | History | Added to | 307,346 | 8,067 | 0.05% | 0.05% | 1 | +40,472 | 15.17% | Q2 2026 | Aug 17, 2026 |
| LPL Financial LLC | History | Added to | 288,465 | 7,572 | 0.0% | 0.0% | 2 | +39,295 | 15.77% | Q2 2026 | Aug 07, 2026 |
| Leo Wealth, LLC | History | No change | 282,511 | 7,342 | 0.53% | 0.53% | 3 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 153,886 | 4,039 | 0.0% | 0.0% | 4 | +62,250 | 67.93% | Q2 2026 | Aug 13, 2026 |
| SFE Investment Counsel | History | Added to | 114,822 | 3,014 | 0.41% | 0.38% | 5 | +23,018 | 25.07% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 100,795 | 2,645 | 0.02% | 0.03% | 6 | -6,322 | -5.9% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 100,102 | 2,627 | 0.0% | 0.0% | 7 | +23,727 | 31.07% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 64,159 | 1,684 | 0.0% | — | 8 | +64,159 | New | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 50,410 | 1,323 | 0.0% | 0.0% | 9 | +2,471 | 5.15% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 49,761 | 1,306 | 0.07% | 0.08% | 10 | +35 | 0.07% | Q2 2026 | Aug 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 49,222 | 1,292 | 0.08% | 0.1% | 11 | +1,746 | 3.68% | Q2 2026 | Aug 11, 2026 |
| Ark Wealth Advisors LLC | History | Added to | 48,568 | 1,274 | 1.13% | 1.0% | 12 | +9,904 | 25.62% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 48,469 | 1,272 | 0.0% | 0.0% | 13 | +14,269 | 41.72% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 39,173 | 1,028 | 0.0% | 0.0% | 14 | +1,472 | 3.9% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,335 | 897 | 0.0% | 0.0% | 15 | +32,212 | 1517.29% | Q2 2026 | Aug 14, 2026 |
| Jessup Wealth Management, Inc | History | Reduced | 31,342 | 822 | 0.25% | 0.3% | 16 | -584 | -1.83% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 22,107 | 580 | 0.01% | 0.01% | 17 | -2,662 | -10.75% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | New | 19,128 | 502 | 0.0% | — | 18 | +19,128 | New | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | New | 17,602 | 462 | 0.0% | — | 19 | +17,602 | New | Q2 2026 | Jul 28, 2026 |
| VestGen Advisors, LLC | History | Added to | 17,526 | 460 | 0.01% | 0.01% | 20 | +1,636 | 10.3% | Q2 2026 | Aug 11, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,867 | 442 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 16,646 | 436 | 0.2% | 0.2% | 22 | +775 | 4.88% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 14,660 | 384 | 0.01% | 0.01% | 23 | -187 | -1.26% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 11,850 | 311 | 0.0% | 0.0% | 24 | +1,368 | 13.05% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,553 | 277 | 0.0% | 0.0% | 25 | +479 | 4.75% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | Added to | 10,016 | 262 | 0.0% | 0.0% | 26 | +2,844 | 39.65% | Q2 2026 | Aug 13, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 9,543 | 250 | 0.03% | 0.03% | 27 | +158 | 1.68% | Q2 2026 | Aug 11, 2026 |
| Wealth Quarterback LLC | History | Added to | 9,468 | 248 | 0.08% | 0.08% | 28 | +1,398 | 17.32% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 9,440 | 247 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HUB Investment Partners, LLC | History | Added to | 9,315 | 244 | 0.0% | 0.01% | 30 | +499 | 5.66% | Q2 2026 | Jul 31, 2026 |
| Tassel Capital Management, Inc. | History | New | 8,495 | 222 | 0.1% | — | 31 | +8,495 | New | Q2 2026 | Aug 07, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | No change | 8,065 | 211 | 0.08% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Financial Group LLC | History | New | 8,023 | 210 | 0.02% | — | 33 | +8,023 | New | Q2 2026 | Aug 05, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 7,504 | 196 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 6,400 | 168 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,070 | 80 | 0.0% | 0.0% | 36 | -735 | -19.32% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 2,185 | 57 | 0.0% | 0.0% | 37 | +380 | 21.05% | Q2 2026 | Aug 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,025 | 26 | 0.0% | 0.0% | 38 | +155 | 17.82% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 765 | 20 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CWM, LLC | History | No change | 509 | 13 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 370 | 10 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 365 | 9 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 180 | 4 | 0.0% | 0.0% | 43 | +24 | 15.38% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NewEdge Advisors, LLC | History | No change | 68 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.02% | — | -44,900 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,211 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -13,198 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,776 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,872 | -100.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RHL GROUP, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |