Institutional Ownership Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 7.02 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,033,281
shares
|
$49.5 Million
0.02% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
531,838
shares
|
$25.5 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
388,266
shares
|
$18.6 Million
3.72% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
377,845
shares
|
$18.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
280,730
shares
|
$13.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
264,085
shares
|
$12.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 40.37%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
243,358
shares
|
$11.7 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
242,679
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
227,203
shares
|
$10.9 Million
1.29% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
214,803
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Added 102.85%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
208,138
shares
|
$9.98 Million
3.91% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
189,953
shares
|
$9.1 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
172,394
shares
|
$8.26 Million
7.8% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
166,901
shares
|
$8 Million
0.47% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
125,304
shares
|
$6.01 Million
1.09% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
115,383
shares
|
$5.53 Million
0.02% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
114,973
shares
|
$5.51 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.31 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
108,119
shares
|
$5.18 Million
0.14% of portfolio
|
Q1 2025
Added 64.41%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
106,973
shares
|
$5.13 Million
2.48% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
103,426
shares
|
$4.96 Million
0.5% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
97,672
shares
|
$4.68 Million
1.32% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
97,638
shares
|
$4.68 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
93,287
shares
|
$4.47 Million
2.62% of portfolio
|
Q1 2025
Reduced 15.19%
|