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 326 institutions that hold shares in the stock, with a total of 99 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
30,497
shares
|
$632,202
0.19% of portfolio
|
Q1 2025
Added 45.86%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
30,240
shares
|
$626,875
0.2% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
30,170
shares
|
$625,424
0.1% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
29,942
shares
|
$620,697
0.05% of portfolio
|
Q4 2022
Reduced 26.45%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
29,765
shares
|
$617,028
0.02% of portfolio
|
Q3 2025
Reduced 40.18%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
29,287
shares
|
$607,119
0.34% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
28,722
shares
|
$595,407
0.01% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
28,534
shares
|
$591,509
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
28,295
shares
|
$586,555
0.01% of portfolio
|
Q3 2025
Reduced 46.61%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
28,124
shares
|
$583,010
0.21% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
27,074
shares
|
$561,244
0.01% of portfolio
|
Q3 2025
Reduced 28.7%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
26,720
shares
|
$553,905
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
26,632
shares
|
$552,081
0.19% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
26,340
shares
|
$546,028
0.22% of portfolio
|
Q3 2025
Reduced 15.93%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
26,325
shares
|
$545,717
0.17% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
26,053
shares
|
$540,078
0.02% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
25,725
shares
|
$533,279
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
25,222
shares
|
$522,852
0.27% of portfolio
|
Q4 2024
Reduced 16.56%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
24,869
shares
|
$515,534
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
24,692
shares
|
$511,865
0.34% of portfolio
|
Q3 2022
Added 12.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
24,535
shares
|
$508,610
0.03% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
24,430
shares
|
$506,433
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
23,988
shares
|
$497,271
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
23,815
shares
|
$493,684
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
23,759
shares
|
$492,524
0.03% of portfolio
|
Q3 2024
Reduced 1.99%
|
|