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 378 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
138,707
shares
|
$2.93 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
137,299
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
136,931
shares
|
$2.89 Million
0.28% of portfolio
|
Q2 2024
Added 13.33%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
134,530
shares
|
$2.84 Million
2.41% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
133,840
shares
|
$2.83 Million
0.32% of portfolio
|
Q2 2024
Reduced 11.92%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 08, 2024 Q2 2024 |
130,939
shares
|
$2.76 Million
2.53% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
128,901
shares
|
$2.72 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
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
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
127,140
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
123,640
shares
|
$2.61 Million
0.4% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
122,680
shares
|
$2.59 Million
0.23% of portfolio
|
Q2 2024
Reduced 56.38%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
122,662
shares
|
$2.59 Million
0.23% of portfolio
|
Q2 2024
Added 7.15%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
122,636
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
122,531
shares
|
$2.59 Million
0.75% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
120,824
shares
|
$2.55 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
118,483
shares
|
$2.5 Million
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
115,589
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
110,869
shares
|
$2.34 Million
0.48% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
110,084
shares
|
$2.32 Million
1.73% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
109,789
shares
|
$2.32 Million
0.73% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
109,231
shares
|
$2.31 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
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%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
104,894
shares
|
$2.21 Million
1.22% of portfolio
|
Q3 2024
Reduced 46.13%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
102,285
shares
|
$2.16 Million
0.02% of portfolio
|
Q2 2024
Added 50.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
101,542
shares
|
$2.14 Million
0.28% of portfolio
|
Q2 2024
Added 5.07%
|