INVESCO EXCH TRD SLF IDX FD

Ticker: BSMY CUSIP: 46139W767 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (6)

NESTEGG ADVISORS, INC.
Value ($000) $1,397 Shares 56,849
BCS Wealth Management
Value ($000) $8,978 Shares 365,223
Atlantic Union Bankshares Corp
Value ($000) $3,360 Shares 136,677
COOKSON PEIRCE & CO INC
Value ($000) $210 Shares 8,555
Sequoia Financial Advisors, LLC
Value ($000) $764 Shares 31,062
IFP Advisors, Inc
Value ($000) $86 Shares 3,500

Increased Positions (29)

Hills Bank & Trust Co
Value ($000) $2,605 (+215.0%) Shares 105,994 (+211.8%)
Key Financial Inc
Value ($000) $599 (+419.9%) Shares 24,360 (+415.6%)
Envision Financial Planning, LLC
Value ($000) $2,685 (+2.9%) Shares 109,223 (+1.8%)
Clark Asset Management, LLC
Value ($000) $829 (+126.9%) Shares 33,711 (+124.6%)
PRECEDENT WEALTH PARTNERS, LLC
Value ($000) $507 (+19.0%) Shares 20,633 (+17.8%)
CONFLUENCE INVESTMENT MANAGEMENT LLC
Value ($000) $9,005 (+8.6%) Shares 366,347 (+7.4%)
Addison Advisors LLC
Value ($000) $570 (+11.6%) Shares 23,202 (+10.5%)
Jacobi Capital Management LLC
Value ($000) $299 (+33.4%) Shares 12,150 (+32.1%)
Kestra Advisory Services, LLC
Value ($000) $1,257 (+42.1%) Shares 51,154 (+40.7%)
MONECO Advisors, LLC
Value ($000) $1,134 (+5.0%) Shares 46,120 (+3.9%)
Invesco Ltd.
Value ($000) $2,533 (+36.2%) Shares 103,045 (+34.8%)
YARGER WEALTH STRATEGIES, LLC
Value ($000) $387 (+3.3%) Shares 15,725 (+2.3%)
BANK OF AMERICA CORP /DE/
Value ($000) $1,447 (+54.6%) Shares 58,856 (+53.0%)
D.A. DAVIDSON & CO.
Value ($000) $2,209 (+10.5%) Shares 89,879 (+9.3%)
RAYMOND JAMES FINANCIAL INC
Value ($000) $6,881 (+7.5%) Shares 279,918 (+6.4%)
Tassel Capital Management, Inc.
Value ($000) $403 (+2.1%) Shares 16,401 (+1.1%)
HighTower Advisors, LLC
Value ($000) $1,046 (+35.3%) Shares 42,548 (+33.9%)
J.W. COLE ADVISORS, INC.
Value ($000) $346 (+33.1%) Shares 14,087 (+31.7%)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Value ($000) $472 (+82.2%) Shares 19,212 (+80.3%)
UBS Group AG
Value ($000) $588 (+55.4%) Shares 23,917 (+53.8%)

Decreased Positions (4)

Elequin Capital, LP
Value ($000) $808 (-44.8%) Shares 32,887 (-45.4%)
StoneX Group Inc.
Value ($000) $330 (-21.1%) Shares 13,406 (-21.9%)
JANE STREET GROUP, LLC
Value ($000) $1,878 (-10.4%) Shares 76,420 (-11.3%)
ENVESTNET ASSET MANAGEMENT INC
Value ($000) $355 (-38.7%) Shares 14,438 (-39.3%)