Institutional Ownership Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU)
This table provides information about the institutional ownership of Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 3.77 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
624,957
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
395,490
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1670.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
367,194
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.16%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
344,380
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
294,551
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
293,132
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
256,121
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.66%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
218,401
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 39.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
114,935
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
76,229
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
59,999
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
55,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
47,381
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
45,221
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 56.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
44,911
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.19%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
38,785
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
35,459
shares
|
$0
0.63% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
32,505
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 106.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
29,639
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,792
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
20,772
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
20,623
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.96%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,605
shares
|
$0
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,431
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,275
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 91.98%
|
|