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 258 institutions that hold shares in the stock, with a total of 78.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
204,400
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
201,728
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2024
Added 10.11%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
200,816
shares
|
$4.24 Million
1.51% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
199,307
shares
|
$4.21 Million
0.01% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
195,426
shares
|
$4.13 Million
2.64% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
181,969
shares
|
$3.84 Million
3.59% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
180,126
shares
|
$3.8 Million
2.04% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
174,763
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2024
Added 371.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
172,081
shares
|
$3.63 Million
0.15% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
165,847
shares
|
$3.5 Million
0.18% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
163,468
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
162,509
shares
|
$3.43 Million
1.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
149,649
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
138,825
shares
|
$2.93 Million
1.22% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
138,551
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
128,901
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
128,407
shares
|
$2.71 Million
2.15% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
127,150
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
122,903
shares
|
$2.6 Million
0.22% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
122,636
shares
|
$2.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
118,483
shares
|
$2.5 Million
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
116,310
shares
|
$2.46 Million
0.12% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
113,806
shares
|
$2.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
112,863
shares
|
$2.38 Million
2.08% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
110,999
shares
|
$2.34 Million
0.7% of portfolio
|
Q3 2024
Added 1.1%
|