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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
157,936
shares
|
$3.09 Million
0.2% of portfolio
|
Q4 2023
Added 21.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
156,534
shares
|
$3.07 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
151,792
shares
|
$2.97 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
148,730
shares
|
$2.91 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
147,175
shares
|
$2.88 Million
0.12% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
147,037
shares
|
$2.88 Million
0.3% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
143,280
shares
|
$2.81 Million
0.03% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
139,045
shares
|
$2.72 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
137,041
shares
|
$2.68 Million
0.65% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
136,923
shares
|
$2.68 Million
1.66% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
136,756
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
133,654
shares
|
$2.62 Million
0.09% of portfolio
|
Q3 2025
Added 3.29%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
132,607
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
131,111
shares
|
$2.57 Million
0.1% of portfolio
|
Q3 2025
Added 288.02%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
129,599
shares
|
$2.54 Million
1.73% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
128,835
shares
|
$2.52 Million
0.67% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
121,781
shares
|
$2.39 Million
0.29% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
121,232
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
116,853
shares
|
$2.29 Million
1.67% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
116,161
shares
|
$2.28 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
115,821
shares
|
$2.27 Million
1.4% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
115,236
shares
|
$2.26 Million
1.71% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
114,193
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
113,900
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2025
Added 49.46%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
113,667
shares
|
$2.23 Million
0.7% of portfolio
|
Q3 2025
Reduced 5.01%
|
|