Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 161 Million shares, which have been reported (via 13F filing form) to have a value of $3.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
52,013,716
shares
|
$1.01 Billion
5.0% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,062,519
shares
|
$137 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,162,808
shares
|
$120 Million
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,061,113
shares
|
$98.5 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,991,709
shares
|
$97.1 Million
1.56% of portfolio
|
Q3 2024
Added 39.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,754,207
shares
|
$92.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,126,980
shares
|
$80.3 Million
0.02% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,935,574
shares
|
$57.1 Million
0.08% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,559,196
shares
|
$49.8 Million
3.96% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,325,738
shares
|
$45.3 Million
0.01% of portfolio
|
Q3 2024
Added 21.25%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
2,226,102
shares
|
$43.3 Million
2.32% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,061,222
shares
|
$40.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,951,621
shares
|
$38 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,711,500
shares
|
$33.3 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,637,881
shares
|
$31.9 Million
3.28% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,576,598
shares
|
$30.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,555,624
shares
|
$30.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,527,090
shares
|
$29.7 Million
0.11% of portfolio
|
Q3 2024
Added 88.44%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
1,524,799
shares
|
$29.7 Million
5.88% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,333,626
shares
|
$26 Million
0.03% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,309,467
shares
|
$25.5 Million
2.04% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,303,394
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,228,230
shares
|
$23.9 Million
0.06% of portfolio
|
Q3 2024
Added 14.59%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,186,240
shares
|
$23.1 Million
1.83% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,105,612
shares
|
$21.5 Million
2.37% of portfolio
|
Q4 2024
New holding
|