Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,625
shares
|
$240,975
0.0% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
9,418
shares
|
$213,600
0.0% of portfolio
|
Q3 2024
Reduced 6.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
9,138
shares
|
$207,249
0.0% of portfolio
|
Q3 2024
Reduced 32.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
9,138
shares
|
$207,249
0.0% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
8,850
shares
|
$200,718
0.08% of portfolio
|
Q4 2023
Added 39.37%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,953
shares
|
$180,374
0.16% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,927
shares
|
$111,744
0.0% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
3,487
shares
|
$79,085
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
2,792
shares
|
$63,322
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$62,370
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,291
shares
|
$51,959
0.01% of portfolio
|
Q3 2024
Reduced 35.43%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,970
shares
|
$44,679
0.0% of portfolio
|
Q1 2022
Reduced 20.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,175
shares
|
$26,649
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
733
shares
|
$16,624
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
676
shares
|
$15,331
0.0% of portfolio
|
Q2 2024
Added 14.77%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
566
shares
|
$12,836
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
382
shares
|
$8,663
0.0% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
96
shares
|
$2,177
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|