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 |
|---|---|---|---|---|---|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
262,476
shares
|
$5.14 Million
2.18% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
256,833
shares
|
$5.03 Million
1.32% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
256,254
shares
|
$5.02 Million
0.06% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
248,502
shares
|
$4.87 Million
0.04% of portfolio
|
Q4 2024
Added 57.19%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
244,374
shares
|
$4.78 Million
2.58% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
240,981
shares
|
$4.72 Million
0.75% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
231,362
shares
|
$4.53 Million
0.68% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
226,303
shares
|
$4.43 Million
1.53% of portfolio
|
Q4 2024
Added 14.78%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
223,059
shares
|
$4.37 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
212,288
shares
|
$4.16 Million
0.16% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
209,737
shares
|
$4.11 Million
0.33% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
208,788
shares
|
$4.09 Million
1.21% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,081
shares
|
$3.92 Million
0.57% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
199,252
shares
|
$3.9 Million
0.35% of portfolio
|
Q4 2024
Added 15.69%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
199,156
shares
|
$3.9 Million
0.34% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
197,730
shares
|
$3.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 72.34%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
196,869
shares
|
$3.85 Million
0.85% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
191,672
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Added 16.03%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
184,247
shares
|
$3.61 Million
1.44% of portfolio
|
Q4 2024
Reduced 16.93%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
173,383
shares
|
$3.39 Million
2.59% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
170,404
shares
|
$3.34 Million
1.13% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
170,009
shares
|
$3.33 Million
0.16% of portfolio
|
Q4 2024
Added 26.54%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
166,230
shares
|
$3.25 Million
1.5% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
165,360
shares
|
$3.24 Million
0.28% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
163,123
shares
|
$3.19 Million
0.02% of portfolio
|
Q4 2024
New holding
|