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 385 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 $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
33,637
shares
|
$710,749
0.12% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
33,298
shares
|
$703,586
0.39% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
33,205
shares
|
$701,621
0.58% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
32,945
shares
|
$696,127
0.0% of portfolio
|
Q3 2024
Added 223.21%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
32,407
shares
|
$684,759
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
32,095
shares
|
$678,167
0.05% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
31,974
shares
|
$675,610
0.01% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
31,955
shares
|
$675,209
1.36% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
31,723
shares
|
$670,306
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
31,145
shares
|
$658,093
0.47% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
30,518
shares
|
$644,845
0.01% of portfolio
|
Q3 2024
Added 60.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
30,298
shares
|
$640,196
0.01% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
30,218
shares
|
$638,506
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
29,909
shares
|
$631,977
0.07% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
29,845
shares
|
$630,624
0.0% of portfolio
|
Q2 2024
Reduced 24.17%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
29,563
shares
|
$624,666
0.15% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
29,455
shares
|
$622,384
0.01% of portfolio
|
Q2 2022
Reduced 0.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
28,881
shares
|
$610,255
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
28,881
shares
|
$610,255
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
28,781
shares
|
$608,142
0.21% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
28,744
shares
|
$607,360
0.13% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
28,020
shares
|
$592,062
0.55% of portfolio
|
Q2 2024
Reduced 14.44%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
28,020
shares
|
$592,062
0.11% of portfolio
|
Q3 2024
Reduced 47.88%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
27,776
shares
|
$586,906
0.34% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
26,401
shares
|
$557,853
0.01% of portfolio
|
Q2 2024
Reduced 10.23%
|