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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
149,428
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
147,981
shares
|
$2.92 Million
0.24% of portfolio
|
Q3 2025
Reduced 12.09%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
142,390
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
139,729
shares
|
$2.76 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
139,334
shares
|
$2.75 Million
1.06% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
137,544
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
137,240
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
136,322
shares
|
$2.69 Million
0.6% of portfolio
|
Q4 2025
Added 6.03%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
132,022
shares
|
$2.61 Million
0.69% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
129,526
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
128,959
shares
|
$2.55 Million
1.74% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
128,515
shares
|
$2.54 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
123,949
shares
|
$2.45 Million
0.84% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
123,544
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 43.33%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
122,193
shares
|
$2.41 Million
1.07% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
119,717
shares
|
$2.36 Million
0.35% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
114,033
shares
|
$2.25 Million
0.62% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
111,357
shares
|
$2.2 Million
1.66% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
108,799
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
105,023
shares
|
$2.07 Million
0.15% of portfolio
|
Q4 2025
Added 935.53%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.04 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
103,158
shares
|
$2.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
102,169
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Jan 21, 2026 Q4 2025 |
100,800
shares
|
$1.99 Million
1.19% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
98,362
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2025
Reduced 23.02%
|
|