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 427 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
487,732
shares
|
$10.1 Million
6.35% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
478,128
shares
|
$9.91 Million
7.54% of portfolio
|
Q2 2025
Added 28.81%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
473,014
shares
|
$9.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
464,218
shares
|
$9.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
452,490
shares
|
$9.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
450,510
shares
|
$9.33 Million
3.17% of portfolio
|
Q2 2025
Added 6.73%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
438,558
shares
|
$9.09 Million
0.02% of portfolio
|
Q2 2025
Added 13.09%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
437,767
shares
|
$9.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
433,802
shares
|
$8.99 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
423,485
shares
|
$8.77 Million
3.27% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
413,094
shares
|
$8.56 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
390,308
shares
|
$8.09 Million
1.65% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
355,530
shares
|
$7.37 Million
0.09% of portfolio
|
Q2 2025
Added 62.45%
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
354,080
shares
|
$7.34 Million
1.94% of portfolio
|
Q2 2025
Added 4.38%
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
353,752
shares
|
$7.33 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
351,084
shares
|
$7.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
343,672
shares
|
$7.12 Million
3.67% of portfolio
|
Q2 2025
Added 0.77%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
341,869
shares
|
$7.08 Million
0.01% of portfolio
|
Q2 2025
Added 9.05%
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
333,288
shares
|
$6.91 Million
2.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
332,732
shares
|
$6.89 Million
0.23% of portfolio
|
Q2 2025
Added 5.51%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
331,790
shares
|
$6.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.18%
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
326,771
shares
|
$6.77 Million
2.96% of portfolio
|
Q2 2025
Reduced 45.04%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
326,771
shares
|
$6.77 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
325,446
shares
|
$6.74 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
310,640
shares
|
$6.44 Million
1.68% of portfolio
|
Q2 2025
Added 2.33%
|