Institutional Ownership Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 5.2 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
824,299
shares
|
$40.7 Million
0.02% of portfolio
|
Q2 2024
Added 35.82%
|
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
516,023
shares
|
$25.5 Million
2.9% of portfolio
|
Q2 2024
Added 5.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
451,162
shares
|
$22.3 Million
0.05% of portfolio
|
Q2 2024
Added 26.12%
|
|
|
Intelligence Driven Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
360,471
shares
|
$17.8 Million
2.42% of portfolio
|
Q2 2024
Added 52.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
250,548
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2024
Added 413.01%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
244,140
shares
|
$12.1 Million
1.75% of portfolio
|
Q2 2024
Added 7.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
215,822
shares
|
$10.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
197,331
shares
|
$9.75 Million
4.19% of portfolio
|
Q2 2024
Added 37.17%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
114,593
shares
|
$5.66 Million
0.37% of portfolio
|
Q3 2024
Added 53.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
112,442
shares
|
$5.55 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
112,296
shares
|
$5.55 Million
1.08% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.47 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
104,182
shares
|
$5.15 Million
0.03% of portfolio
|
Q2 2024
Added 2.42%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
102,018
shares
|
$5.04 Million
0.0% of portfolio
|
Q2 2024
Added 46.14%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
97,088
shares
|
$4.8 Million
2.26% of portfolio
|
Q2 2024
Added 21.54%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
85,701
shares
|
$4.23 Million
2.11% of portfolio
|
Q1 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
83,802
shares
|
$4.14 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
83,249
shares
|
$4.11 Million
1.51% of portfolio
|
Q3 2024
Added 30.61%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
80,037
shares
|
$3.95 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
78,887
shares
|
$3.9 Million
0.17% of portfolio
|
Q2 2024
Added 9.24%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
78,388
shares
|
$3.87 Million
0.02% of portfolio
|
Q2 2024
Added 37.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$3.84 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
70,184
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2024
Added 165.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,417
shares
|
$3.23 Million
0.01% of portfolio
|
Q3 2024
Added 25.52%
|