Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$516,167
0.34% of portfolio
|
Q3 2022
Added 16.57%
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
26,160
shares
|
$512,212
0.09% of portfolio
|
Q4 2024
New holding
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
26,136
shares
|
$511,742
0.23% of portfolio
|
Q4 2024
New holding
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
26,063
shares
|
$510,313
0.08% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
25,974
shares
|
$508,570
0.04% of portfolio
|
Q4 2024
Reduced 86.85%
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
25,897
shares
|
$507,063
0.04% of portfolio
|
Q4 2024
Added 250.86%
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,771
shares
|
$504,596
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
25,725
shares
|
$503,695
0.07% of portfolio
|
Q2 2024
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
25,311
shares
|
$495,589
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,987
shares
|
$489,245
0.04% of portfolio
|
Q4 2024
Added 0.75%
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
24,500
shares
|
$479,709
0.0% of portfolio
|
Q2 2024
Added 1.24%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,985
shares
|
$469,626
0.0% of portfolio
|
Q4 2024
Added 21.23%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,635
shares
|
$462,773
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
23,473
shares
|
$459,601
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
23,196
shares
|
$454,177
0.21% of portfolio
|
Q4 2024
New holding
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,042
shares
|
$451,162
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
22,962
shares
|
$449,595
0.2% of portfolio
|
Q4 2024
Added 2.7%
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
22,850
shares
|
$447,402
0.86% of portfolio
|
Q4 2024
New holding
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
22,422
shares
|
$439,022
0.05% of portfolio
|
Q4 2024
Added 39.22%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
21,905
shares
|
$428,899
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
21,857
shares
|
$427,960
0.38% of portfolio
|
Q4 2024
New holding
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
21,255
shares
|
$416,172
0.01% of portfolio
|
Q4 2024
Reduced 8.95%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
20,683
shares
|
$404,973
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
20,371
shares
|
$398,864
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
20,073
shares
|
$393,029
0.03% of portfolio
|
Q1 2024
New holding
|