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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
583,728
shares
|
$11.4 Million
0.07% of portfolio
|
Q4 2024
Added 80.91%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
542,154
shares
|
$10.6 Million
1.5% of portfolio
|
Q4 2024
Added 48.94%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
521,835
shares
|
$10.2 Million
0.48% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
482,576
shares
|
$9.42 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
481,650
shares
|
$9.41 Million
3.83% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
471,044
shares
|
$9.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 33.18%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
465,956
shares
|
$9.1 Million
3.49% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
464,915
shares
|
$9.08 Million
0.03% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
451,382
shares
|
$8.82 Million
3.04% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
420,690
shares
|
$8.22 Million
0.19% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
416,654
shares
|
$8.14 Million
0.14% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
414,612
shares
|
$8.1 Million
0.01% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
409,673
shares
|
$8 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
383,526
shares
|
$7.49 Million
2.09% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
383,128
shares
|
$7.48 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
382,868
shares
|
$7.48 Million
0.7% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
382,664
shares
|
$7.47 Million
3.27% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
381,018
shares
|
$7.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,165
shares
|
$7.39 Million
0.05% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
367,297
shares
|
$7.17 Million
4.24% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
355,165
shares
|
$6.94 Million
0.11% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
345,087
shares
|
$6.74 Million
0.01% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
344,109
shares
|
$6.72 Million
0.08% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
341,468
shares
|
$6.67 Million
0.19% of portfolio
|
Q1 2024
Reduced 57.22%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
340,307
shares
|
$6.65 Million
2.12% of portfolio
|
Q4 2024
Added 3.63%
|