Institutional Ownership Invesco Exg Tr Slf Indx Fd Tr (BSCW)
This table provides information about the institutional ownership of Invesco Exg Tr Slf Indx Fd Tr (BSCW). We have compiled data on the 150 institutions that hold shares in the stock, with a total of 42.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
327,484
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
318,040
shares
|
$0
0.02% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
303,075
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
295,401
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 33.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
278,327
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
259,699
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
249,489
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 101.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
237,799
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
235,149
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
231,226
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
230,445
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 31.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
214,497
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
178,511
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.26%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
174,331
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 22.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
172,898
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
170,384
shares
|
$0
2.11% of portfolio
|
Q3 2025
Added 38.75%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
148,401
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
138,692
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
127,416
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
114,200
shares
|
$0
1.81% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
113,705
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
112,176
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 12.7%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
105,180
shares
|
$0
1.71% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
97,038
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 92.46%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
96,613
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.72%
|
|