Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 308 institutions that hold shares in the stock, with a total of 87.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
20,073
shares
|
$390,620
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
20,030
shares
|
$389,783
0.02% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Moller Financial Services
|
Jan 07, 2025 Q4 2024 |
20,000
shares
|
$389,200
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
19,785
shares
|
$385,016
0.0% of portfolio
|
Q3 2024
Added 14.8%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
19,512
shares
|
$379,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
19,271
shares
|
$375,013
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
18,950
shares
|
$368,767
0.01% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
18,672
shares
|
$363,357
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
17,368
shares
|
$337,981
0.19% of portfolio
|
Q2 2024
Added 9.12%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 01, 2024 Q3 2024 |
17,100
shares
|
$332,766
0.07% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
16,790
shares
|
$326,733
0.21% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
16,633
shares
|
$323,678
0.03% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
16,269
shares
|
$316,594
0.01% of portfolio
|
Q2 2024
Added 5.14%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
15,889
shares
|
$309,199
0.21% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15,779
shares
|
$307,059
0.02% of portfolio
|
Q1 2024
Added 7.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
15,775
shares
|
$306,981
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
15,701
shares
|
$305,541
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
15,666
shares
|
$304,860
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,656
shares
|
$304,665
0.01% of portfolio
|
Q3 2024
Added 117.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
15,536
shares
|
$302,330
0.01% of portfolio
|
Q3 2024
Added 35.35%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
15,200
shares
|
$295,792
0.09% of portfolio
|
Q4 2024
Added 19.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
14,429
shares
|
$280,788
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
14,136
shares
|
$275,086
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,009
shares
|
$272,615
0.02% of portfolio
|
Q3 2024
Added 63.26%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
13,856
shares
|
$269,637
0.09% of portfolio
|
Q4 2024
New holding
|