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 428 institutions that hold shares in the stock, with a total of 99.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
19,300
shares
|
$399,896
0.18% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
19,245
shares
|
$398,756
0.03% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
18,452
shares
|
$382,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
18,199
shares
|
$377,083
0.09% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
17,919
shares
|
$371,281
0.03% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
17,702
shares
|
$366,785
0.32% of portfolio
|
Q4 2023
Added 0.18%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
17,525
shares
|
$363,118
0.08% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
17,058
shares
|
$353,441
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,025
shares
|
$352,758
0.06% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
15,709
shares
|
$325,490
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
15,708
shares
|
$325,469
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
15,708
shares
|
$325,469
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
15,561
shares
|
$322,423
0.0% of portfolio
|
Q2 2025
Reduced 30.17%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,558
shares
|
$322,361
0.02% of portfolio
|
Q2 2025
Reduced 79.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
15,493
shares
|
$321,014
0.06% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,231
shares
|
$315,586
0.01% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
15,129
shares
|
$313,472
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
15,027
shares
|
$311,359
0.09% of portfolio
|
Q3 2025
Reduced 46.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,980
shares
|
$310,385
0.01% of portfolio
|
Q1 2024
Added 48.32%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
14,908
shares
|
$308,893
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
14,855
shares
|
$307,795
0.18% of portfolio
|
Q4 2022
Added 20.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,762
shares
|
$305,868
0.0% of portfolio
|
Q1 2025
Reduced 67.18%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
14,665
shares
|
$303,858
0.03% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
14,510
shares
|
$300,647
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
14,408
shares
|
$298,533
0.03% of portfolio
|
Q2 2025
Added 0.14%
|