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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
18,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
17,891
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
17,780
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
17,639
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
17,295
shares
|
$0
0.13% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
17,132
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
16,494
shares
|
$0
0.01% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,880
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
14,226
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
13,010
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 102.4%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
11,857
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 61.28%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
9,654
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
8,658
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
8,229
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
8,133
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 73.46%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
7,987
shares
|
$0
0.06% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
6,885
shares
|
$0
0.0% of portfolio
|
Q1 2025
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
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
6,450
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 124.74%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,158
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 324.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,445
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,041
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 99.32%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
1,429
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|