Institutional Ownership Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 1.44 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 |
Aug 07, 2024 Q2 2024 |
340,827
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 30.71%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
153,820
shares
|
$0
1.07% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
146,730
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
139,881
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
73,934
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
1900 Wealth Management LLC
|
Jul 26, 2024 Q2 2024 |
66,095
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 19.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,188
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
39,652
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
32,817
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 8.99%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
31,615
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
27,781
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.15%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
27,005
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
26,204
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 10.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
20,357
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 31.33%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
19,682
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
19,064
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
16,599
shares
|
$0
1.24% of portfolio
|
Q3 2023
Added 1.16%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
16,308
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
14,746
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
11,458
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,077
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 37.65%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
10,036
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 8.53%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
9,507
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 13.63%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
8,963
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 39.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
8,053
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 2.19%
|