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 |
|---|---|---|---|---|---|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
52,867
shares
|
$1.03 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
52,520
shares
|
$1.03 Million
0.03% of portfolio
|
Q4 2024
Added 206.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
50,814
shares
|
$992,397
0.04% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
49,766
shares
|
$971,929
0.0% of portfolio
|
Q4 2023
Reduced 16.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
49,646
shares
|
$969,586
0.01% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
49,626
shares
|
$969,195
0.2% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
48,684
shares
|
$950,798
0.62% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
48,108
shares
|
$939,549
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
47,997
shares
|
$937,381
0.08% of portfolio
|
Q4 2024
Added 19.45%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
46,723
shares
|
$912,500
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
45,976
shares
|
$897,911
0.03% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
44,665
shares
|
$872,307
0.0% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
44,513
shares
|
$869,338
0.01% of portfolio
|
Q4 2024
Reduced 27.9%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
44,250
shares
|
$864,202
0.03% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
44,125
shares
|
$861,761
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
43,225
shares
|
$844,184
0.33% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
42,632
shares
|
$832,602
0.46% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
42,496
shares
|
$829,946
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
41,578
shares
|
$812,018
0.11% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
40,448
shares
|
$789,949
0.0% of portfolio
|
Q4 2021
Reduced 2.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
40,306
shares
|
$787,176
0.04% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
40,282
shares
|
$786,707
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
40,157
shares
|
$784,266
0.45% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
39,977
shares
|
$780,750
0.06% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
39,436
shares
|
$770,185
3.38% of portfolio
|
Q3 2023
Reduced 17.22%
|