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 181 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $409 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
71,123
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
68,510
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
64,917
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
63,691
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
62,578
shares
|
$1.44 Million
0.56% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
60,835
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
59,596
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Reduced 28.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
57,470
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2025
Reduced 28.46%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
57,168
shares
|
$1.32 Million
0.32% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
51,349
shares
|
$1.19 Million
0.57% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
47,115
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
47,048
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
45,213
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
44,268
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.94%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
41,993
shares
|
$969,618
0.6% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
39,123
shares
|
$903,350
0.13% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
38,949
shares
|
$899,332
0.22% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
38,893
shares
|
$898,039
0.0% of portfolio
|
Q3 2025
Reduced 13.8%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
37,752
shares
|
$871,693
0.39% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
37,325
shares
|
$861,834
0.15% of portfolio
|
Q3 2025
Reduced 91.35%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
36,930
shares
|
$852,713
0.0% of portfolio
|
Q3 2025
Reduced 19.61%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
34,900
shares
|
$805,841
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
34,526
shares
|
$797,205
0.18% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
33,672
shares
|
$777,486
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|