Institutional Ownership Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP). We have compiled data on the 380 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
48,118,732
shares
|
$994 Million
5.52% of portfolio
|
Q2 2024
Added 5.08%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
8,687,256
shares
|
$179 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,584,658
shares
|
$115 Million
0.01% of portfolio
|
Q2 2024
Reduced 15.24%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
5,573,876
shares
|
$115 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
5,128,015
shares
|
$106 Million
0.05% of portfolio
|
Q2 2024
Added 7.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,047,059
shares
|
$104 Million
0.03% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
2,667,284
shares
|
$55.1 Million
14.32% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
2,580,923
shares
|
$53.3 Million
2.85% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,941,920
shares
|
$40.1 Million
0.05% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
1,792,128
shares
|
$37 Million
0.01% of portfolio
|
Q2 2024
Added 21.72%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,775,004
shares
|
$36.7 Million
0.58% of portfolio
|
Q3 2024
Added 42.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,389
shares
|
$34 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,584,942
shares
|
$32.7 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,524,540
shares
|
$31.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,519,597
shares
|
$31.4 Million
2.15% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,470,935
shares
|
$30.4 Million
1.34% of portfolio
|
Q2 2024
Added 34.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
1,425,352
shares
|
$29.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,403,587
shares
|
$29 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
1,277,594
shares
|
$26.4 Million
0.03% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,179,213
shares
|
$24.4 Million
2.17% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
1,162,900
shares
|
$24 Million
0.04% of portfolio
|
Q2 2024
Added 6.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,123,874
shares
|
$23.2 Million
0.08% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
1,107,761
shares
|
$22.9 Million
0.47% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
1,106,056
shares
|
$22.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 37.97%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
1,085,083
shares
|
$22.4 Million
6.78% of portfolio
|
Q3 2024
Added 4.3%
|