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 44 institutions that hold shares in the stock, with a total of 4.81 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
19,809
shares
|
$418,366
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
19,636
shares
|
$414,712
0.03% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,449
shares
|
$410,762
0.03% of portfolio
|
Q4 2022
Reduced 4.17%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
18,916
shares
|
$399,505
0.04% of portfolio
|
Q2 2023
Reduced 6.79%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
18,916
shares
|
$399,505
0.04% of portfolio
|
Q2 2023
Reduced 6.79%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
14,777
shares
|
$312,090
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,547
shares
|
$307,232
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,393
shares
|
$303,980
0.05% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
14,114
shares
|
$298,087
0.02% of portfolio
|
Q2 2023
Reduced 4.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
13,995
shares
|
$295,574
0.01% of portfolio
|
Q1 2024
Reduced 50.41%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
13,005
shares
|
$274,665
0.03% of portfolio
|
Q4 2023
Added 8.47%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,604
shares
|
$223,956
0.33% of portfolio
|
Q4 2022
Added 7.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,630
shares
|
$203,385
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,035
shares
|
$106,339
0.05% of portfolio
|
Q3 2023
Reduced 4.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,224
shares
|
$46,970
0.0% of portfolio
|
Q1 2020
Added 23.61%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,736
shares
|
$36,664
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,725
shares
|
$36,432
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$6,336
0.01% of portfolio
|
Q3 2024
Reduced 90.82%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|