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 |
|---|---|---|---|---|---|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
226,303
shares
|
$4.4 Million
1.53% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
221,809
shares
|
$4.32 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
221,104
shares
|
$4.3 Million
2.55% of portfolio
|
Q3 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
213,479
shares
|
$4.15 Million
0.62% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
208,107
shares
|
$4.05 Million
0.18% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
201,352
shares
|
$3.92 Million
0.34% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
197,447
shares
|
$3.84 Million
0.29% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
197,200
shares
|
$3.84 Million
0.01% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
194,043
shares
|
$3.78 Million
1.13% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
189,181
shares
|
$3.68 Million
0.3% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
182,995
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
175,440
shares
|
$3.41 Million
0.51% of portfolio
|
Q3 2024
Added 75.25%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
173,383
shares
|
$3.37 Million
2.59% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
172,924
shares
|
$3.37 Million
0.74% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
172,236
shares
|
$3.35 Million
0.3% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
170,404
shares
|
$3.32 Million
1.13% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
170,009
shares
|
$3.31 Million
0.16% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
165,360
shares
|
$3.22 Million
0.28% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
165,193
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
159,305
shares
|
$3.1 Million
0.09% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.1 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
158,089
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$2.98 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
149,076
shares
|
$2.9 Million
0.46% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
146,750
shares
|
$2.86 Million
1.35% of portfolio
|
Q3 2024
Added 0.88%
|