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 | Added to | 282,511 | 7,342 | 0.53% | 0.53% | 1 | +7,973 | 2.9% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 266,874 | 7,125 | 0.05% | 0.04% | 2 | +25,419 | 10.53% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 249,170 | 6,477 | 0.0% | 0.0% | 3 | +44,839 | 21.94% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 107,117 | 2,784 | 0.03% | 0.03% | 4 | -6,669 | -5.86% | Q1 2026 | Apr 20, 2026 |
| SFE Investment Counsel | History | Added to | 91,804 | 2,386 | 0.38% | 0.28% | 5 | +23,456 | 34.32% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 91,636 | 2,382 | 0.0% | 0.0% | 6 | +14,460 | 18.74% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 76,375 | 1,985 | 0.0% | 0.0% | 7 | +2,082 | 2.8% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 49,726 | 1,292 | 0.08% | — | 8 | +49,726 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,939 | 1,246 | 0.0% | 0.0% | 9 | +2,074 | 4.52% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 47,476 | 1,234 | 0.1% | 0.08% | 10 | +11,187 | 30.83% | Q1 2026 | May 07, 2026 |
| Carnegie Investment Counsel | History | New | 44,900 | 1,167 | 0.02% | — | 11 | +44,900 | New | Q1 2026 | May 01, 2026 |
| Ark Wealth Advisors LLC | History | New | 38,664 | 1,005 | 1.0% | — | 12 | +38,664 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 37,701 | 980 | 0.0% | 0.0% | 13 | -1,636 | -4.16% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,200 | 889 | 0.0% | 0.0% | 14 | +4,903 | 16.74% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 31,926 | 829 | 0.3% | 0.27% | 15 | +1,728 | 5.72% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,211 | 681 | 0.0% | 0.0% | 16 | +2,091 | 8.67% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 24,769 | 643 | 0.01% | 0.01% | 17 | -3,216 | -11.49% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,867 | 439 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,890 | 417 | 0.01% | 0.01% | 19 | +5,717 | 56.2% | Q1 2026 | May 14, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 15,871 | 412 | 0.2% | 0.22% | 20 | -532 | -3.24% | Q1 2026 | Apr 24, 2026 |
| ORG Partners LLC | History | No change | 15,407 | 411 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 14,989 | 400 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,847 | 385 | 0.01% | 0.0% | 23 | +6,729 | 82.89% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 13,198 | 343 | 0.03% | — | 24 | +13,198 | New | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | New | 11,776 | 306 | 0.0% | — | 25 | +11,776 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,482 | 273 | 0.0% | 0.0% | 26 | +9,395 | 864.31% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 10,074 | 261 | 0.0% | 0.0% | 27 | +2,506 | 33.11% | Q1 2026 | Apr 27, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 9,440 | 245 | 0.02% | 0.02% | 28 | +1,704 | 22.03% | Q1 2026 | May 06, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 9,385 | 243 | 0.03% | 0.03% | 29 | +96 | 1.03% | Q1 2026 | Apr 24, 2026 |
| HUB Investment Partners, LLC | History | Added to | 8,816 | 229 | 0.01% | 0.01% | 30 | +958 | 12.19% | Q1 2026 | May 15, 2026 |
| Wealth Quarterback LLC | History | New | 8,070 | 209 | 0.08% | — | 32 | +8,070 | New | Q1 2026 | Apr 09, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 8,065 | 209 | 0.09% | 0.09% | 31 | +15 | 0.19% | Q1 2026 | May 11, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 7,504 | 194 | 0.01% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | New | 7,172 | 186 | 0.0% | — | 34 | +7,172 | New | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | No change | 6,400 | 166 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,805 | 98 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,123 | 54 | 0.0% | — | 37 | +2,123 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,872 | 48 | 0.0% | 0.0% | 38 | +478 | 34.29% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,805 | 46 | 0.0% | 0.0% | 39 | +223 | 14.1% | Q1 2026 | May 15, 2026 |
| Topsail Wealth Management, LLC | History | New | 870 | 22 | 0.0% | — | 40 | +870 | New | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | No change | 509 | 13 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 370 | 10 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 365 | 9 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | New | 156 | 4 | 0.0% | — | 45 | +156 | New | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 157 | 4 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 125 | 3 | 0.0% | — | 46 | +125 | New | Q1 2026 | Apr 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,094 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RHL GROUP, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |