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 38 institutions that hold shares in the stock, with a total of 1.62 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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
262,176
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
253,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
223,996
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.25%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
217,458
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
117,563
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
110,055
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
98,090
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 224.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
50,019
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,604
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,643
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 37.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
23,845
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
22,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
20,181
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
19,080
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
18,295
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
17,759
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
16,698
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,860
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,615
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,403
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,637
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 324.77%
|