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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
99,932
shares
|
$1.86 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
98,910
shares
|
$1.84 Million
0.2% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
96,227
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2024
Added 606.36%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
91,803
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
86,524
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
83,994
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 31.35%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
81,611
shares
|
$1.52 Million
0.45% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
81,391
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
76,607
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 108.89%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
75,724
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2024
Added 13.39%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
73,297
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
71,238
shares
|
$1.32 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
65,154
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Added 65.93%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
63,777
shares
|
$1.18 Million
0.38% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
60,431
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
59,279
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.39%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
58,470
shares
|
$1.09 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
56,138
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
55,329
shares
|
$1.03 Million
0.56% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
54,274
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
52,748
shares
|
$979,530
0.18% of portfolio
|
Q4 2024
Added 214.29%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,720
shares
|
$979,010
0.07% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
51,944
shares
|
$964,600
0.36% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
51,862
shares
|
$963,077
0.03% of portfolio
|
Q4 2024
Added 97.17%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
50,710
shares
|
$941,684
0.49% of portfolio
|
Q4 2024
Added 401.53%
|