Institutional Ownership Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT). We have compiled data on the 237 institutions that hold shares in the stock, with a total of 73.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
150,574
shares
|
$2.8 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
148,182
shares
|
$2.75 Million
0.23% of portfolio
|
Q4 2024
Added 9231.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
147,662
shares
|
$2.74 Million
0.01% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 06, 2025 Q4 2024 |
144,075
shares
|
$2.68 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
141,716
shares
|
$2.63 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
140,373
shares
|
$2.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 62.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
139,569
shares
|
$2.59 Million
0.02% of portfolio
|
Q4 2024
Added 2355.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
138,159
shares
|
$2.57 Million
0.03% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
136,621
shares
|
$2.54 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
133,629
shares
|
$2.48 Million
0.04% of portfolio
|
Q4 2024
Added 40.28%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
130,829
shares
|
$2.43 Million
0.5% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
125,390
shares
|
$2.33 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
122,836
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
Added 112.45%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
121,124
shares
|
$2.25 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
120,606
shares
|
$2.24 Million
0.08% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
118,587
shares
|
$2.2 Million
0.95% of portfolio
|
Q4 2024
Added 13.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
118,448
shares
|
$2.2 Million
0.33% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
116,203
shares
|
$2.16 Million
0.05% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
114,425
shares
|
$2.12 Million
0.39% of portfolio
|
Q4 2024
Reduced 19.85%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
113,690
shares
|
$2.11 Million
0.12% of portfolio
|
Q4 2024
Added 49.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
113,356
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 75.47%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
112,266
shares
|
$2.08 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
111,347
shares
|
$2.07 Million
0.0% of portfolio
|
Q4 2024
Added 49.79%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
104,617
shares
|
$1.94 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
102,167
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Added 73.95%
|