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 344 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
860,484
shares
|
$16.9 Million
0.06% of portfolio
|
Q4 2024
Added 17.09%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
855,470
shares
|
$16.8 Million
3.1% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
755,280
shares
|
$14.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
753,144
shares
|
$14.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 92.47%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
752,615
shares
|
$14.8 Million
0.0% of portfolio
|
Q4 2024
Added 53.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
721,469
shares
|
$14.2 Million
0.04% of portfolio
|
Q4 2024
Added 52.76%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
706,510
shares
|
$13.9 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
703,523
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
663,886
shares
|
$13 Million
1.42% of portfolio
|
Q4 2024
Added 61.07%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
659,579
shares
|
$12.9 Million
0.8% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
640,527
shares
|
$12.6 Million
2.91% of portfolio
|
Q4 2024
Added 369.48%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
633,282
shares
|
$12.4 Million
1.49% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
615,020
shares
|
$12.1 Million
0.83% of portfolio
|
Q4 2024
Added 2561.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
525,617
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Added 88.56%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
525,576
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Added 29.34%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
516,705
shares
|
$10.1 Million
0.48% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
511,863
shares
|
$10 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
492,245
shares
|
$9.66 Million
0.01% of portfolio
|
Q4 2024
Added 23.33%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
489,883
shares
|
$9.61 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
487,344
shares
|
$9.56 Million
0.04% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
475,466
shares
|
$9.33 Million
2.47% of portfolio
|
Q4 2024
Added 35.01%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
468,400
shares
|
$9.19 Million
3.74% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
466,011
shares
|
$9.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
462,145
shares
|
$9.07 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
459,677
shares
|
$9.02 Million
0.03% of portfolio
|
Q4 2024
Added 16.52%
|