Institutional Ownership Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP). We have compiled data on the 419 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
318,736
shares
|
$6.61 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
312,289
shares
|
$6.47 Million
1.81% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
312,070
shares
|
$6.47 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
310,128
shares
|
$6.43 Million
5.7% of portfolio
|
Q4 2024
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
292,567
shares
|
$6.06 Million
0.89% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
278,669
shares
|
$5.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.96%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
277,955
shares
|
$5.76 Million
0.02% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
275,135
shares
|
$5.7 Million
0.05% of portfolio
|
Q4 2024
Added 68.0%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
272,654
shares
|
$5.65 Million
2.99% of portfolio
|
Q4 2024
Added 91.92%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
271,268
shares
|
$5.62 Million
0.07% of portfolio
|
Q4 2024
Reduced 18.7%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
271,180
shares
|
$5.62 Million
0.36% of portfolio
|
Q4 2023
Added 61.46%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
268,579
shares
|
$5.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 34.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
265,703
shares
|
$5.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
257,449
shares
|
$5.34 Million
1.4% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
251,552
shares
|
$5.21 Million
0.2% of portfolio
|
Q4 2024
Reduced 85.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
235,550
shares
|
$4.88 Million
0.01% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
235,212
shares
|
$4.88 Million
2.63% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
228,249
shares
|
$4.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.87%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
224,775
shares
|
$4.66 Million
0.38% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
221,126
shares
|
$4.58 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
217,671
shares
|
$4.51 Million
0.24% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
209,498
shares
|
$4.34 Million
1.15% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
208,700
shares
|
$4.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
203,914
shares
|
$4.23 Million
0.64% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
202,077
shares
|
$4.19 Million
0.12% of portfolio
|
Q4 2024
Reduced 25.57%
|