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 |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
97,750
shares
|
$1.93 Million
0.12% of portfolio
|
Q1 2025
Added 57.44%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
96,673
shares
|
$1.91 Million
1.39% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
94,781
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
94,011
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
93,081
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
91,952
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
90,638
shares
|
$1.79 Million
0.82% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
88,626
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
87,288
shares
|
$1.72 Million
1.43% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
85,228
shares
|
$1.68 Million
0.43% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
85,160
shares
|
$1.68 Million
0.29% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
85,157
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2025
Added 30.9%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
84,726
shares
|
$1.67 Million
0.42% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
84,163
shares
|
$1.66 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
83,502
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
83,080
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
81,532
shares
|
$1.61 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
78,670
shares
|
$1.55 Million
1.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
77,732
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,223
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
74,501
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
72,498
shares
|
$1.43 Million
0.21% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 13, 2026 Q4 2025 |
71,486
shares
|
$1.41 Million
0.39% of portfolio
|
Q4 2025
Added 7.5%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
70,991
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2025
Added 5.67%
|
|