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 194 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
61,985
shares
|
$1.44 Million
1.24% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
61,870
shares
|
$1.43 Million
0.46% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
61,048
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
61,033
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
56,951
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
55,286
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
54,620
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
54,261
shares
|
$1.26 Million
0.29% of portfolio
|
Q4 2024
Added 20.02%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
52,145
shares
|
$1.21 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
50,233
shares
|
$1.16 Million
0.69% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
47,783
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 202.31%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
43,266
shares
|
$1 Million
0.04% of portfolio
|
Q4 2024
Added 78.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
41,589
shares
|
$963,617
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
41,184
shares
|
$954,233
0.62% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
41,156
shares
|
$953,584
0.0% of portfolio
|
Q3 2024
Added 315.97%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
38,251
shares
|
$886,275
0.24% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
37,617
shares
|
$871,585
0.16% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
36,856
shares
|
$853,953
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
34,900
shares
|
$808,633
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
34,896
shares
|
$808,540
0.11% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
34,104
shares
|
$790,189
0.2% of portfolio
|
Q4 2024
Added 36.27%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
34,082
shares
|
$789,679
0.44% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
33,889
shares
|
$785,208
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
33,823
shares
|
$783,678
0.01% of portfolio
|
Q4 2024
Added 16.13%
|