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 388 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
489,883
shares
|
$9.67 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
485,093
shares
|
$9.58 Million
2.96% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
469,685
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
454,443
shares
|
$8.97 Million
1.97% of portfolio
|
Q3 2025
Added 994.46%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
452,293
shares
|
$8.93 Million
0.78% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
438,373
shares
|
$8.65 Million
0.19% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
432,241
shares
|
$8.53 Million
7.01% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
421,967
shares
|
$8.33 Million
0.12% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
387,658
shares
|
$7.65 Million
3.67% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
387,578
shares
|
$7.65 Million
0.41% of portfolio
|
Q3 2025
Added 37.17%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
381,624
shares
|
$7.53 Million
1.84% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
381,519
shares
|
$7.53 Million
0.25% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
379,703
shares
|
$7.5 Million
1.74% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
376,477
shares
|
$7.43 Million
0.01% of portfolio
|
Q3 2025
Added 65.82%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
372,736
shares
|
$7.36 Million
2.94% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
368,284
shares
|
$7.27 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
353,218
shares
|
$6.97 Million
0.0% of portfolio
|
Q3 2025
Added 46.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344,985
shares
|
$6.81 Million
0.54% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
343,314
shares
|
$6.78 Million
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
342,491
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
339,616
shares
|
$6.7 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
337,717
shares
|
$6.67 Million
0.87% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
335,952
shares
|
$6.63 Million
4.67% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
331,295
shares
|
$6.54 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
327,618
shares
|
$6.47 Million
3.74% of portfolio
|
Q3 2025
Added 2.69%
|
|