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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,141
shares
|
$303,425
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
12,831
shares
|
$296,267
0.14% of portfolio
|
Q3 2025
Reduced 44.96%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,052
shares
|
$278,280
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,913
shares
|
$275,071
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,902
shares
|
$274,817
0.04% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,667
shares
|
$269,391
0.0% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
11,338
shares
|
$261,794
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
11,065
shares
|
$255,490
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,597
shares
|
$244,684
0.0% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
10,500
shares
|
$242,445
0.06% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,082
shares
|
$232,793
0.0% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,015
shares
|
$231,246
0.16% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,986
shares
|
$230,576
0.01% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,720
shares
|
$224,434
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,207
shares
|
$212,589
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,139
shares
|
$211,019
0.0% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
9,060
shares
|
$209,195
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
8,860
shares
|
$204,577
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,892
shares
|
$159,136
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,870
shares
|
$112,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,754
shares
|
$109,769
0.1% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,696
shares
|
$108,430
0.0% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,456
shares
|
$102,889
0.0% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,347
shares
|
$100,372
0.01% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,291
shares
|
$99,079
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|