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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
207,251
shares
|
$4.09 Million
0.56% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
205,405
shares
|
$4.05 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
203,112
shares
|
$4.01 Million
0.98% of portfolio
|
Q4 2025
Added 5.21%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
200,735
shares
|
$3.96 Million
0.33% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,081
shares
|
$3.95 Million
0.57% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
199,962
shares
|
$3.95 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
196,458
shares
|
$3.88 Million
0.58% of portfolio
|
Q3 2025
Added 49.83%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
192,721
shares
|
$3.8 Million
0.14% of portfolio
|
Q3 2025
Added 187.19%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
192,345
shares
|
$3.8 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
189,582
shares
|
$3.74 Million
2.49% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
185,940
shares
|
$3.67 Million
1.15% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
177,952
shares
|
$3.51 Million
0.27% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
177,184
shares
|
$3.5 Million
1.06% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
176,155
shares
|
$3.48 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
174,553
shares
|
$3.45 Million
0.07% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
169,355
shares
|
$3.34 Million
1.24% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
160,595
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.14 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
156,780
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
155,207
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$3.02 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
151,722
shares
|
$2.99 Million
1.54% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
150,831
shares
|
$2.98 Million
0.05% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
149,428
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
147,981
shares
|
$2.92 Million
0.24% of portfolio
|
Q3 2025
Reduced 12.09%
|
|