Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO). We have compiled data on the 54 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $129 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
942,103
shares
|
$19.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,043
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
759,907
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
513,122
shares
|
$10.8 Million
0.16% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
434,217
shares
|
$9.17 Million
0.6% of portfolio
|
Q4 2023
Added 1.66%
|
|
|
Oakhurst Advisors,Llc
Los Angeles, CA |
Feb 14, 2023 Q4 2022 |
406,209
shares
|
$8.58 Million
39.07% of portfolio
|
Q4 2022
Added 0.34%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
382,430
shares
|
$8.08 Million
5.79% of portfolio
|
Q1 2023
Added 0.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
199,307
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
172,081
shares
|
$3.63 Million
0.15% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
128,901
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
106,969
shares
|
$2.26 Million
0.41% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,068
shares
|
$2.07 Million
0.19% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,000
shares
|
$1.84 Million
0.03% of portfolio
|
Q2 2024
Reduced 74.96%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
74,912
shares
|
$1.58 Million
0.23% of portfolio
|
Q2 2023
Added 3.36%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
70,111
shares
|
$1.48 Million
6.61% of portfolio
|
Q3 2023
Reduced 13.66%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
68,837
shares
|
$1.45 Million
1.37% of portfolio
|
Q4 2022
Reduced 0.91%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
61,233
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
58,540
shares
|
$1.24 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 05, 2025 Q4 2024 |
55,305
shares
|
$1.17 Million
0.49% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
52,372
shares
|
$1.11 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
46,455
shares
|
$981,129
0.86% of portfolio
|
Q3 2024
Reduced 95.3%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
39,941
shares
|
$843,553
0.48% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
34,884
shares
|
$736,750
0.63% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,407
shares
|
$684,435
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
29,455
shares
|
$622,089
0.01% of portfolio
|
Q2 2022
Reduced 0.66%
|