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 91 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| 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
|
$52.9 Million
0.02% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
531,838
shares
|
$27.2 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
392,541
shares
|
$20.1 Million
0.01% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
346,504
shares
|
$17.7 Million
3.24% of portfolio
|
Q4 2024
Reduced 19.94%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
286,049
shares
|
$14.7 Million
0.26% of portfolio
|
Q4 2024
Added 32.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
280,730
shares
|
$14.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
264,085
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 40.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
242,679
shares
|
$12.4 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
|
$12.4 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
|
$11.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
214,803
shares
|
$11 Million
0.06% of portfolio
|
Q4 2024
Added 102.85%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
206,682
shares
|
$10.6 Million
4.03% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
189,953
shares
|
$9.73 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
170,533
shares
|
$8.73 Million
7.76% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
166,901
shares
|
$8.55 Million
0.47% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
125,304
shares
|
$6.42 Million
1.09% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
117,355
shares
|
$6.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
115,383
shares
|
$5.91 Million
0.02% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.67 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
100,911
shares
|
$5.17 Million
2.06% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
97,672
shares
|
$5 Million
1.32% of portfolio
|
Q4 2024
Added 17.33%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
92,806
shares
|
$4.75 Million
0.52% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
85,673
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2024
Added 30.96%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
82,682
shares
|
$4.23 Million
0.26% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
79,973
shares
|
$4.1 Million
0.14% of portfolio
|
Q4 2024
Added 1.08%
|