Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 188 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $621 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
99,772
shares
|
$2.31 Million
0.83% of portfolio
|
Q2 2024
Added 22.78%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
99,512
shares
|
$2.3 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
96,502
shares
|
$2.23 Million
0.59% of portfolio
|
Q2 2024
Added 97.73%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
94,957
shares
|
$2.2 Million
0.78% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
92,830
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
91,185
shares
|
$2.11 Million
0.11% of portfolio
|
Q2 2024
Reduced 56.34%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
90,111
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2024
Added 286.01%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
87,331
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
80,606
shares
|
$1.86 Million
1.39% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
77,196
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
75,468
shares
|
$1.75 Million
0.73% of portfolio
|
Q2 2024
Added 6.42%
|
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
72,660
shares
|
$1.68 Million
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
72,580
shares
|
$1.68 Million
0.07% of portfolio
|
Q2 2024
Added 5.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
72,040
shares
|
$1.67 Million
0.07% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
63,270
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
61,930
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2024
Added 21.06%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
60,944
shares
|
$1.41 Million
1.28% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
58,380
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
56,949
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Added 40.84%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
56,131
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2024
Reduced 14.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
54,980
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2024
Added 3.9%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
54,532
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2024
Added 15.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
54,150
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
53,114
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 138.98%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
49,451
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2024
Added 2.48%
|