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 310 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 $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
33,432
shares
|
$628,521
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
32,905
shares
|
$618,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
32,407
shares
|
$609,251
0.03% of portfolio
|
Q3 2025
Added 643.11%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
31,771
shares
|
$597,294
0.22% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Goodman Financial Corp
Houston, TX |
Nov 10, 2025 Q3 2025 |
31,634
shares
|
$594,719
0.12% of portfolio
|
Q3 2025
Added 50.75%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
31,591
shares
|
$593,910
0.0% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
30,909
shares
|
$581,089
0.01% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
29,426
shares
|
$553,208
0.08% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
28,921
shares
|
$543,714
0.2% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,851
shares
|
$542,398
0.08% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
28,325
shares
|
$532,510
0.39% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
28,171
shares
|
$529,614
0.15% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
27,881
shares
|
$524,162
0.24% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
27,500
shares
|
$517,000
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
25,349
shares
|
$476,561
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
25,260
shares
|
$474,888
0.0% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,171
shares
|
$473,214
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
24,990
shares
|
$469,812
0.3% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
24,910
shares
|
$468,308
0.11% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
24,878
shares
|
$467,706
0.29% of portfolio
|
Q3 2025
Added 31.89%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$466,146
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
24,603
shares
|
$462,536
0.01% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
23,980
shares
|
$450,824
0.37% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,973
shares
|
$450,692
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
23,473
shares
|
$441,292
0.02% of portfolio
|
Q3 2025
New holding
|
|