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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
27,032
shares
|
$501,984
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
25,793
shares
|
$478,976
0.01% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
25,658
shares
|
$476,469
0.01% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
25,551
shares
|
$474,482
0.0% of portfolio
|
Q4 2024
Added 135.15%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$460,443
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,939
shares
|
$444,547
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
22,604
shares
|
$419,756
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
22,041
shares
|
$409,301
0.05% of portfolio
|
Q4 2024
Added 43.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
21,853
shares
|
$405,810
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
21,773
shares
|
$404,324
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
21,126
shares
|
$392,309
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,604
shares
|
$382,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
20,288
shares
|
$376,748
0.01% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
20,246
shares
|
$375,968
0.15% of portfolio
|
Q4 2024
Added 25.98%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,619
shares
|
$364,324
0.01% of portfolio
|
Q4 2024
Added 25.86%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
19,330
shares
|
$358,958
0.3% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
18,990
shares
|
$352,644
0.18% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
18,871
shares
|
$350,434
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,110
shares
|
$336,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
16,870
shares
|
$313,275
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,742
shares
|
$310,898
0.16% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
16,666
shares
|
$309,487
0.1% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
16,637
shares
|
$308,949
0.04% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
16,573
shares
|
$307,760
0.02% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
16,335
shares
|
$303,340
0.0% of portfolio
|
Q2 2024
Added 50.76%
|