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 438 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
483,411
shares
|
$9.47 Million
2.53% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
472,222
shares
|
$9.25 Million
0.81% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
468,589
shares
|
$9.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
464,979
shares
|
$9.11 Million
0.05% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
457,420
shares
|
$8.96 Million
0.19% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
442,842
shares
|
$8.68 Million
2.39% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
440,103
shares
|
$8.62 Million
0.81% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
431,897
shares
|
$8.46 Million
2.0% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
426,155
shares
|
$8.35 Million
3.53% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
415,793
shares
|
$8.15 Million
0.01% of portfolio
|
Q3 2025
Added 25.84%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
399,409
shares
|
$7.82 Million
3.75% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
390,888
shares
|
$7.66 Million
1.32% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
390,878
shares
|
$7.66 Million
0.25% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
386,693
shares
|
$7.58 Million
2.2% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
379,104
shares
|
$7.43 Million
1.29% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,165
shares
|
$7.41 Million
0.05% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
376,116
shares
|
$7.37 Million
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
363,806
shares
|
$7.13 Million
0.18% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
360,407
shares
|
$7.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 38.16%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
345,213
shares
|
$6.76 Million
0.89% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
341,468
shares
|
$6.69 Million
0.19% of portfolio
|
Q1 2024
Reduced 57.22%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
339,424
shares
|
$6.65 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
338,186
shares
|
$6.63 Million
0.72% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
297,252
shares
|
$5.82 Million
3.37% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
287,491
shares
|
$5.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.68%
|
|