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 103 institutions that hold shares in the stock, with a total of 25.5 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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
27,036
shares
|
$0
0.33% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
26,901
shares
|
$0
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
26,695
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
26,569
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
25,964
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
24,119
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
18,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 93.19%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,344
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 47.21%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
17,979
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 50.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
17,460
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
17,007
shares
|
$0
0.2% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,685
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 89.45%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
16,593
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 24.28%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
15,962
shares
|
$0
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,959
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
15,407
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
15,400
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
15,132
shares
|
$0
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
13,660
shares
|
$0
0.23% of portfolio
|
Q2 2024
Added 36.21%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,592
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,375
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 12.39%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
12,685
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 24.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,674
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,253
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|