Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ). We have compiled data on the 391 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,186,240
shares
|
$23.2 Million
1.83% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,135,168
shares
|
$22.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,105,612
shares
|
$21.6 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
976,260
shares
|
$19.1 Million
1.77% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
962,761
shares
|
$18.8 Million
4.37% of portfolio
|
Q4 2024
Added 20.34%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
937,983
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
926,002
shares
|
$18.1 Million
5.11% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
881,257
shares
|
$17.2 Million
0.25% of portfolio
|
Q4 2024
Added 636.71%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
870,589
shares
|
$17 Million
9.12% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
801,701
shares
|
$15.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 48.46%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
793,561
shares
|
$15.5 Million
5.28% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
753,198
shares
|
$14.7 Million
0.2% of portfolio
|
Q4 2024
Reduced 92.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
734,020
shares
|
$14.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
720,438
shares
|
$14.1 Million
0.02% of portfolio
|
Q4 2024
Added 23.88%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
715,549
shares
|
$14 Million
0.93% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
714,608
shares
|
$14 Million
0.34% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
684,100
shares
|
$13.4 Million
3.41% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
684,032
shares
|
$13.4 Million
1.46% of portfolio
|
Q4 2024
Added 48.96%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
676,360
shares
|
$13.2 Million
3.36% of portfolio
|
Q4 2024
Reduced 29.6%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
645,940
shares
|
$12.6 Million
0.78% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
594,688
shares
|
$11.6 Million
0.02% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
591,199
shares
|
$11.5 Million
0.8% of portfolio
|
Q4 2024
Added 16.7%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
590,275
shares
|
$11.5 Million
5.25% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
587,913
shares
|
$11.5 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.98%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
583,816
shares
|
$11.4 Million
2.82% of portfolio
|
Q4 2024
Added 5.59%
|