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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
145,446
shares
|
$2.83 Million
0.53% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
141,264
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 152.95%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
137,762
shares
|
$2.68 Million
0.77% of portfolio
|
Q4 2024
Added 30.85%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
137,173
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
136,741
shares
|
$2.66 Million
0.45% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
135,168
shares
|
$2.63 Million
1.14% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
131,733
shares
|
$2.56 Million
0.09% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
128,872
shares
|
$2.51 Million
0.07% of portfolio
|
Q3 2024
Added 110.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
125,983
shares
|
$2.45 Million
0.39% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
125,456
shares
|
$2.44 Million
0.66% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
124,730
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
117,753
shares
|
$2.29 Million
0.19% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
114,686
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
113,474
shares
|
$2.21 Million
1.13% of portfolio
|
Q4 2024
Added 1164.48%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
112,750
shares
|
$2.19 Million
0.42% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
106,155
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 17.54%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.01 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
102,313
shares
|
$1.99 Million
0.11% of portfolio
|
Q3 2024
Added 17.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
99,698
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2024
Added 79.87%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
92,906
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
90,168
shares
|
$1.75 Million
0.96% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
86,985
shares
|
$1.69 Million
0.65% of portfolio
|
Q3 2024
Added 32.09%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
83,082
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 48.68%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
80,313
shares
|
$1.56 Million
0.48% of portfolio
|
Q3 2024
Added 1.11%
|