Institutional Ownership Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT). We have compiled data on the 233 institutions that hold shares in the stock, with a total of 64.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,423,376
shares
|
$81.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,494,837
shares
|
$64.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,988,811
shares
|
$54.9 Million
0.02% of portfolio
|
Q4 2024
Added 61.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,836,756
shares
|
$52.1 Million
0.81% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,550,819
shares
|
$46.9 Million
0.03% of portfolio
|
Q3 2024
Added 71.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,413,167
shares
|
$44.4 Million
1.25% of portfolio
|
Q1 2024
Added 15.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,299,634
shares
|
$42.3 Million
0.01% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,207,836
shares
|
$40.6 Million
1.54% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,162,775
shares
|
$39.8 Million
0.65% of portfolio
|
Q3 2024
Added 37.62%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,012,301
shares
|
$37 Million
2.9% of portfolio
|
Q4 2024
Added 142.97%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,917,332
shares
|
$35.2 Million
0.01% of portfolio
|
Q4 2024
Added 53.72%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,594,404
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,351,775
shares
|
$24.8 Million
0.0% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,343,717
shares
|
$24.7 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,172,032
shares
|
$21.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,157,841
shares
|
$21.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,065,827
shares
|
$19.6 Million
0.02% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
1,064,744
shares
|
$19.6 Million
3.26% of portfolio
|
Q4 2024
Added 55.02%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
916,589
shares
|
$16.8 Million
1.04% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
914,536
shares
|
$16.8 Million
0.39% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
844,798
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
817,497
shares
|
$15 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
782,689
shares
|
$14.4 Million
0.21% of portfolio
|
Q4 2024
Reduced 92.11%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
767,574
shares
|
$14.1 Million
0.07% of portfolio
|
Q3 2024
Added 460.4%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
745,907
shares
|
$13.7 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.69%
|