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 |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,902
shares
|
$274,817
0.04% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,667
shares
|
$269,391
0.0% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
11,338
shares
|
$261,794
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
11,065
shares
|
$255,490
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,597
shares
|
$244,684
0.0% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,082
shares
|
$232,793
0.0% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,720
shares
|
$224,434
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,207
shares
|
$212,589
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,139
shares
|
$211,019
0.0% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
8,860
shares
|
$204,577
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,870
shares
|
$112,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,754
shares
|
$109,769
0.1% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,696
shares
|
$108,430
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,456
shares
|
$102,889
0.0% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,347
shares
|
$100,372
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,291
shares
|
$99,079
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,285
shares
|
$98,940
0.07% of portfolio
|
Q2 2025
Reduced 93.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
3,315
shares
|
$76,543
0.0% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,757
shares
|
$63,659
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$63,497
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,726
shares
|
$62,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,390
shares
|
$55,185
0.0% of portfolio
|
Q3 2025
Reduced 63.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,320
shares
|
$53,568
0.0% of portfolio
|
Q2 2024
Added 25.95%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,190
shares
|
$50,567
0.0% of portfolio
|
Q3 2025
Added 119.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,099
shares
|
$48,465
0.0% of portfolio
|
Q2 2025
Added 95.26%
|
|