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 390 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
14,227
shares
|
$294,641
0.1% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
14,165
shares
|
$293,357
0.05% of portfolio
|
Q3 2024
Reduced 34.03%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
14,140
shares
|
$292,839
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,566
shares
|
$280,951
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
13,478
shares
|
$279,129
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
13,270
shares
|
$274,821
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,220
shares
|
$273,786
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,917
shares
|
$267,511
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
12,638
shares
|
$261,732
0.04% of portfolio
|
Q3 2024
Reduced 17.55%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
12,547
shares
|
$259,848
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
12,461
shares
|
$258,067
0.05% of portfolio
|
Q3 2024
Reduced 45.25%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
12,403
shares
|
$256,866
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
12,201
shares
|
$252,682
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,147
shares
|
$251,564
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
12,036
shares
|
$249,265
0.01% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
11,990
shares
|
$248,312
0.03% of portfolio
|
Q3 2024
Added 11.21%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
11,728
shares
|
$242,886
0.03% of portfolio
|
Q2 2024
Added 17.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,488
shares
|
$237,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
11,363
shares
|
$235,327
0.19% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
11,337
shares
|
$234,789
0.21% of portfolio
|
Q3 2024
Reduced 73.06%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
10,841
shares
|
$224,517
0.06% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
10,835
shares
|
$224,392
0.34% of portfolio
|
Q4 2022
Added 7.22%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
10,830
shares
|
$224,289
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,740
shares
|
$222,425
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
10,680
shares
|
$221,182
0.16% of portfolio
|
Q1 2023
Added 0.75%
|