Institutional Ownership Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN). We have compiled data on the 527 institutions that hold shares in the stock, with a total of 276 Million shares, which have been reported (via 13F filing form) to have a value of $5.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
1,026
shares
|
$21,607
0.01% of portfolio
|
Q2 2024
Reduced 76.17%
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,000
shares
|
$21,060
0.01% of portfolio
|
Q4 2020
Reduced 90.91%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$21,060
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
899
shares
|
$18,932
0.0% of portfolio
|
Q4 2024
Reduced 70.98%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
892
shares
|
$18,785
0.0% of portfolio
|
Q4 2024
Reduced 37.36%
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
740
shares
|
$15,584
0.0% of portfolio
|
Q3 2023
New holding
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
650
shares
|
$13,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
650
shares
|
$13,689
0.0% of portfolio
|
Q2 2023
Reduced 46.1%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
650
shares
|
$13,689
0.0% of portfolio
|
Q3 2024
Reduced 98.79%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
585
shares
|
$12,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
583
shares
|
$12,277
0.0% of portfolio
|
Q3 2023
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
504
shares
|
$10,614
0.01% of portfolio
|
Q4 2022
New holding
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
479
shares
|
$10,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
461
shares
|
$9,708
0.0% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
441
shares
|
$9,287
0.0% of portfolio
|
Q3 2024
Added 2.32%
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
413
shares
|
$8,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
365
shares
|
$7,686
0.0% of portfolio
|
Q2 2024
Reduced 20.82%
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
359
shares
|
$7,560
0.0% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
257
shares
|
$5,412
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
245
shares
|
$5,159
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
233
shares
|
$4,906
0.0% of portfolio
|
Q3 2024
New holding
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
216
shares
|
$4,548
0.0% of portfolio
|
Q2 2023
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
202
shares
|
$4,254
0.0% of portfolio
|
Q4 2022
Reduced 86.55%
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
198
shares
|
$4,169
0.0% of portfolio
|
Q3 2024
Added 130.23%
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
175
shares
|
$3,685
0.0% of portfolio
|
Q4 2020
Reduced 99.58%
|