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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
42,034
shares
|
$887,337
0.03% of portfolio
|
Q2 2024
Reduced 78.04%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
42,012
shares
|
$886,873
0.39% of portfolio
|
Q2 2024
Added 1.38%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
41,992
shares
|
$886,451
0.39% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
41,869
shares
|
$883,854
0.44% of portfolio
|
Q3 2024
Reduced 59.28%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
41,834
shares
|
$883,115
0.34% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
41,433
shares
|
$874,650
0.47% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
41,402
shares
|
$873,996
0.03% of portfolio
|
Q3 2024
Reduced 20.46%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
39,945
shares
|
$843,238
0.04% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
39,941
shares
|
$843,154
0.48% of portfolio
|
Q4 2022
Added 5.02%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
39,875
shares
|
$841,761
0.06% of portfolio
|
Q2 2024
Reduced 57.59%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
39,295
shares
|
$829,517
0.15% of portfolio
|
Q4 2023
Reduced 3.56%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
38,953
shares
|
$822,297
0.01% of portfolio
|
Q2 2024
Reduced 47.33%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
38,385
shares
|
$810,307
0.34% of portfolio
|
Q2 2024
Added 39.96%
|
|
|
Solitude Financial Services
|
Jul 19, 2024 Q2 2024 |
38,358
shares
|
$809,737
0.37% of portfolio
|
Q2 2024
Reduced 76.67%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
38,185
shares
|
$806,085
0.15% of portfolio
|
Q2 2024
Added 17.59%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
38,086
shares
|
$803,995
0.0% of portfolio
|
Q3 2024
Reduced 15.18%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
38,043
shares
|
$803,087
0.43% of portfolio
|
Q1 2024
Reduced 5.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
37,045
shares
|
$782,019
0.01% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
36,189
shares
|
$763,949
0.01% of portfolio
|
Q2 2024
Reduced 14.56%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
34,884
shares
|
$736,401
0.63% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
33,637
shares
|
$710,077
0.12% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
33,489
shares
|
$706,952
0.29% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
33,298
shares
|
$702,920
0.39% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
33,246
shares
|
$701,823
0.01% of portfolio
|
Q2 2024
Reduced 34.36%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
33,169
shares
|
$700,197
0.68% of portfolio
|
Q2 2024
Reduced 0.06%
|