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 208 institutions that hold shares in the stock, with a total of 52.2 Million shares, which have been reported (via 13F filing form) to have a value of $956 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
23,983
shares
|
$439,128
0.01% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,939
shares
|
$438,323
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
22,041
shares
|
$403,570
0.05% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
21,853
shares
|
$400,128
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
21,773
shares
|
$398,663
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,619
shares
|
$359,223
0.01% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
19,486
shares
|
$356,788
0.02% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
19,388
shares
|
$354,994
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
18,990
shares
|
$347,706
0.18% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
18,871
shares
|
$345,528
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,000
shares
|
$329,580
0.02% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
17,504
shares
|
$320,498
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
17,200
shares
|
$314,932
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
16,783
shares
|
$307,296
0.06% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,742
shares
|
$306,546
0.16% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
16,666
shares
|
$305,154
0.1% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,629
shares
|
$304,476
0.02% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
16,413
shares
|
$300,522
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
16,335
shares
|
$299,093
0.0% of portfolio
|
Q2 2024
Added 50.76%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16,071
shares
|
$294,260
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
14,563
shares
|
$266,648
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
14,328
shares
|
$262,345
0.13% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
14,156
shares
|
$259,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
13,998
shares
|
$256,303
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
13,936
shares
|
$255,168
0.14% of portfolio
|
Q4 2024
New holding
|