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 390 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
206,908
shares
|
$4.08 Million
0.39% of portfolio
|
Q4 2025
Added 107.56%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
205,405
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
204,199
shares
|
$4.03 Million
1.13% of portfolio
|
Q4 2025
Added 139.32%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
203,112
shares
|
$4.01 Million
0.98% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
200,735
shares
|
$3.96 Million
0.33% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,081
shares
|
$3.95 Million
0.57% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
199,962
shares
|
$3.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
196,453
shares
|
$3.88 Million
0.56% of portfolio
|
Q4 2025
Reduced -0.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
192,721
shares
|
$3.8 Million
0.14% of portfolio
|
Q3 2025
Added 187.19%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
192,345
shares
|
$3.8 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
189,582
shares
|
$3.74 Million
2.49% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
185,940
shares
|
$3.67 Million
1.15% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
185,290
shares
|
$3.66 Million
3.33% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
177,952
shares
|
$3.51 Million
0.27% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
177,184
shares
|
$3.5 Million
1.06% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
176,606
shares
|
$3.49 Million
0.06% of portfolio
|
Q4 2025
Added 1.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
169,355
shares
|
$3.34 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
160,595
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 16, 2026 Q4 2025 |
159,595
shares
|
$3.15 Million
1.33% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.14 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
157,235
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2025
Added 187.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
156,780
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
155,207
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$3.02 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
150,831
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2025
Added 9.78%
|
|