Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
156,260
shares
|
$3.61 Million
0.62% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
152,039
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
144,304
shares
|
$3.33 Million
2.43% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
138,797
shares
|
$3.2 Million
0.21% of portfolio
|
Q4 2023
Added 19.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
132,683
shares
|
$3.06 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
130,753
shares
|
$3.02 Million
0.49% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
127,109
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
112,203
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
111,454
shares
|
$2.57 Million
0.89% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
109,497
shares
|
$2.53 Million
1.17% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
108,974
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
108,437
shares
|
$2.5 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
107,522
shares
|
$2.48 Million
0.9% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
107,207
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.01%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
104,317
shares
|
$2.41 Million
2.25% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
99,018
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 33.43%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
98,500
shares
|
$2.27 Million
0.38% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
98,311
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
77,669
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
68,510
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
64,917
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
63,691
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
62,578
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
60,835
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
59,596
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 28.1%
|
|