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 162 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
34,154
shares
|
$773,588
0.17% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
34,091
shares
|
$772,161
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
33,422
shares
|
$757,008
0.07% of portfolio
|
Q2 2024
Added 23.05%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
32,994
shares
|
$747,314
0.0% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
32,564
shares
|
$737,574
0.16% of portfolio
|
Q3 2024
Reduced 59.51%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
32,235
shares
|
$730,122
0.21% of portfolio
|
Q3 2024
Added 52.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,960
shares
|
$723,894
0.04% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
31,896
shares
|
$722,444
0.66% of portfolio
|
Q2 2024
Reduced 56.6%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
29,816
shares
|
$675,332
0.12% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
29,770
shares
|
$674,290
0.02% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
29,458
shares
|
$667,223
0.01% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
29,049
shares
|
$657,959
0.11% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
28,979
shares
|
$656,374
0.03% of portfolio
|
Q2 2024
Added 2.4%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,747
shares
|
$605,819
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,164
shares
|
$569,964
0.11% of portfolio
|
Q3 2024
Added 115.37%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
24,015
shares
|
$543,939
0.08% of portfolio
|
Q4 2021
Added 71.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,788
shares
|
$538,798
0.02% of portfolio
|
Q3 2024
Reduced 40.47%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
23,030
shares
|
$521,629
0.22% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
22,952
shares
|
$519,862
0.01% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
22,085
shares
|
$500,225
0.01% of portfolio
|
Q3 2024
Reduced 37.56%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
22,067
shares
|
$499,817
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
20,764
shares
|
$470,304
0.04% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
20,032
shares
|
$453,724
0.04% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
19,975
shares
|
$452,433
0.0% of portfolio
|
Q2 2024
Reduced 68.94%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
18,777
shares
|
$425,299
0.02% of portfolio
|
Q2 2024
Reduced 14.71%
|