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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
15,453
shares
|
$357,427
0.29% of portfolio
|
Q2 2024
Reduced 48.61%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
15,394
shares
|
$356,063
0.02% of portfolio
|
Q2 2024
Reduced 41.7%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Aug 09, 2024 Q2 2024 |
15,303
shares
|
$353,958
0.27% of portfolio
|
Q2 2024
Added 50.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
14,677
shares
|
$339,479
0.2% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,671
shares
|
$339,340
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,001
shares
|
$323,843
0.03% of portfolio
|
Q3 2022
Reduced 3.13%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,902
shares
|
$321,553
0.06% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,341
shares
|
$308,577
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
12,960
shares
|
$299,764
0.0% of portfolio
|
Q2 2024
Added 323.11%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,709
shares
|
$293,959
0.02% of portfolio
|
Q2 2024
Added 7.02%
|
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
12,550
shares
|
$290,281
0.03% of portfolio
|
Q2 2024
Reduced 49.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
12,414
shares
|
$287,135
0.01% of portfolio
|
Q3 2024
Reduced 32.4%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
11,338
shares
|
$262,247
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,327
shares
|
$261,993
0.14% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Alaska Permanent Capital Management
|
Jul 22, 2024 Q2 2024 |
10,153
shares
|
$234,838
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
9,915
shares
|
$229,333
0.02% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
9,853
shares
|
$227,899
0.02% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
9,775
shares
|
$226,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
9,748
shares
|
$225,471
0.0% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Seaview Investment Managers LLC
|
Aug 07, 2024 Q2 2024 |
9,470
shares
|
$219,041
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
9,400
shares
|
$217,422
0.0% of portfolio
|
Q2 2024
Added 11.9%
|
|
|
Ti Trust, Inc
|
Jul 26, 2024 Q2 2024 |
9,060
shares
|
$209,557
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,650
shares
|
$200,074
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,592
shares
|
$198,732
0.02% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 22, 2024 Q2 2024 |
8,420
shares
|
$194,754
0.03% of portfolio
|
Q2 2024
Added 11.63%
|