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 353 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
29,324
shares
|
$573,577
0.16% of portfolio
|
Q4 2024
Added 84.31%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,161
shares
|
$570,389
0.29% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
29,036
shares
|
$567,944
0.48% of portfolio
|
Q2 2024
Added 17.56%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
28,572
shares
|
$558,868
0.13% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
28,420
shares
|
$555,895
0.04% of portfolio
|
Q4 2024
Added 138.88%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
28,364
shares
|
$554,799
0.04% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
27,900
shares
|
$545,724
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$515,640
0.34% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
26,160
shares
|
$511,689
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
26,136
shares
|
$511,220
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
26,063
shares
|
$509,792
0.08% of portfolio
|
Q4 2024
Reduced 15.18%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
25,771
shares
|
$504,080
0.01% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
25,725
shares
|
$503,180
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
25,311
shares
|
$495,083
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,987
shares
|
$488,745
0.04% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
24,500
shares
|
$479,219
0.0% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
24,280
shares
|
$474,916
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
23,985
shares
|
$469,146
0.0% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,635
shares
|
$462,300
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
23,473
shares
|
$459,131
0.01% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,042
shares
|
$450,701
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
22,962
shares
|
$449,136
0.2% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
22,850
shares
|
$446,945
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
22,422
shares
|
$438,574
0.05% of portfolio
|
Q4 2024
Added 39.22%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
21,905
shares
|
$428,461
0.08% of portfolio
|
Q4 2024
Added 0.07%
|