Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO). We have compiled data on the 383 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
29,579,723
shares
|
$624 Million
3.07% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,128,956
shares
|
$87.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,046,441
shares
|
$85.3 Million
5.29% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,426,114
shares
|
$72.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,123,763
shares
|
$65.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,057,025
shares
|
$64.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.64%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,088,700
shares
|
$44.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,012,940
shares
|
$42.5 Million
0.01% of portfolio
|
Q3 2024
Added 15.56%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,717,305
shares
|
$36.2 Million
2.48% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
1,499,515
shares
|
$31.6 Million
2.93% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,351,668
shares
|
$28.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,247,335
shares
|
$26.3 Million
2.35% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,202,934
shares
|
$25.4 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,112,426
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.49%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
1,065,353
shares
|
$22.5 Million
9.82% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,052,907
shares
|
$22.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
959,278
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
900,692
shares
|
$19 Million
1.46% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,043
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
866,092
shares
|
$18.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
839,114
shares
|
$17.7 Million
0.06% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Kirr Marbach & CO LLC
|
Oct 17, 2024 Q3 2024 |
792,840
shares
|
$16.7 Million
4.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
759,907
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
716,995
shares
|
$15.1 Million
0.01% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
699,848
shares
|
$14.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.05%
|