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 359 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
53,824
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
53,491
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
52,568
shares
|
$1.02 Million
0.31% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
51,623
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
51,360
shares
|
$996,383
0.01% of portfolio
|
Q3 2024
Reduced 91.66%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
50,139
shares
|
$972,696
0.21% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
50,060
shares
|
$971,163
0.0% of portfolio
|
Q3 2024
Reduced 92.36%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
49,766
shares
|
$965,460
0.0% of portfolio
|
Q4 2023
Reduced 16.49%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
48,633
shares
|
$943,480
0.65% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
48,108
shares
|
$933,295
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
47,555
shares
|
$922,566
0.0% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
47,314
shares
|
$917,891
0.03% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
47,092
shares
|
$913,584
0.18% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,125
shares
|
$856,024
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
43,803
shares
|
$849,778
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
43,400
shares
|
$841,959
0.04% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
43,225
shares
|
$838,564
0.33% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
42,701
shares
|
$828,399
0.11% of portfolio
|
Q2 2024
Added 32.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
42,059
shares
|
$815,944
0.0% of portfolio
|
Q3 2024
Added 118.26%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
41,927
shares
|
$813,383
0.52% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
40,448
shares
|
$784,691
0.0% of portfolio
|
Q4 2021
Reduced 2.41%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
40,180
shares
|
$779,492
0.07% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
40,157
shares
|
$779,045
0.45% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
39,436
shares
|
$765,058
3.38% of portfolio
|
Q3 2023
Reduced 17.22%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
38,933
shares
|
$755,300
0.06% of portfolio
|
Q2 2022
Added 32.95%
|