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 |
|---|---|---|---|---|---|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
61,524
shares
|
$1.27 Million
5.65% of portfolio
|
Q3 2023
Reduced 8.89%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
61,339
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
60,378
shares
|
$1.25 Million
0.28% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
58,739
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 81.98%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
58,555
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
57,865
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Added 40.95%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
56,138
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 71.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
55,981
shares
|
$1.16 Million
0.14% of portfolio
|
Q3 2024
Added 964.08%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
54,918
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
54,909
shares
|
$1.13 Million
0.16% of portfolio
|
Q3 2024
Added 245.19%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
53,530
shares
|
$1.11 Million
0.24% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
53,420
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
53,091
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
52,813
shares
|
$1.09 Million
0.81% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
52,797
shares
|
$1.09 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
52,605
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
52,288
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Dec 12, 2024 Q3 2024 |
51,375
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
Added 321.97%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
51,097
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
50,665
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
50,549
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 70.92%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
49,572
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 52.06%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
48,588
shares
|
$1 Million
0.3% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
48,470
shares
|
$1 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
48,095
shares
|
$993,161
0.03% of portfolio
|
Q1 2024
Added 4.23%
|