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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
57,470
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
51,349
shares
|
$1.19 Million
0.57% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
47,115
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
47,048
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
44,268
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
37,752
shares
|
$871,693
0.39% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
36,930
shares
|
$852,713
0.0% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
35,051
shares
|
$809,327
0.13% of portfolio
|
Q3 2025
Reduced 50.72%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
34,900
shares
|
$805,841
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
33,672
shares
|
$777,486
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
32,267
shares
|
$745,045
0.02% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
32,065
shares
|
$740,380
0.21% of portfolio
|
Q3 2025
Reduced 48.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
31,945
shares
|
$737,610
0.03% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
30,491
shares
|
$704,037
0.0% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
30,301
shares
|
$699,650
0.17% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
29,794
shares
|
$687,943
0.16% of portfolio
|
Q3 2025
Reduced 12.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
29,317
shares
|
$676,929
0.02% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,216
shares
|
$651,507
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
28,024
shares
|
$647,074
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
26,488
shares
|
$611,607
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
26,017
shares
|
$600,732
0.28% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
24,800
shares
|
$572,632
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
23,208
shares
|
$535,872
0.07% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,531
shares
|
$520,240
0.0% of portfolio
|
Q3 2025
Added 72.93%
|
|