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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
161,440
shares
|
$3.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
159,305
shares
|
$3.12 Million
0.09% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.12 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$3 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
151,252
shares
|
$2.96 Million
0.02% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
149,076
shares
|
$2.92 Million
0.46% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
145,446
shares
|
$2.85 Million
0.53% of portfolio
|
Q4 2024
Reduced 8.02%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
143,984
shares
|
$2.82 Million
0.42% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
142,695
shares
|
$2.79 Million
0.21% of portfolio
|
Q4 2024
Reduced 60.3%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
137,762
shares
|
$2.7 Million
0.77% of portfolio
|
Q4 2024
Added 30.85%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
136,170
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Added 120.94%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
133,762
shares
|
$2.62 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
132,113
shares
|
$2.59 Million
0.12% of portfolio
|
Q4 2024
Added 167.73%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
131,733
shares
|
$2.58 Million
0.09% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
127,593
shares
|
$2.5 Million
0.12% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
126,327
shares
|
$2.47 Million
0.04% of portfolio
|
Q4 2024
Added 713.12%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
125,456
shares
|
$2.46 Million
0.66% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
123,112
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
120,242
shares
|
$2.35 Million
0.25% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
116,779
shares
|
$2.29 Million
0.77% of portfolio
|
Q4 2024
Added 135.01%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
113,474
shares
|
$2.22 Million
1.13% of portfolio
|
Q4 2024
Added 1164.48%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
112,750
shares
|
$2.21 Million
0.42% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
112,563
shares
|
$2.2 Million
0.4% of portfolio
|
Q4 2024
Added 80.83%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
111,833
shares
|
$2.19 Million
0.83% of portfolio
|
Q4 2024
Added 28.57%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
110,050
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 189.72%
|