Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ). We have compiled data on the 433 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
43,999
shares
|
$860,620
0.07% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
43,751
shares
|
$855,769
0.1% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
43,653
shares
|
$853,852
0.31% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
43,564
shares
|
$852,111
0.46% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
43,189
shares
|
$844,776
0.02% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
43,007
shares
|
$841,216
0.01% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
42,770
shares
|
$836,581
0.04% of portfolio
|
Q2 2025
Added 307.18%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
42,729
shares
|
$835,779
0.64% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
42,259
shares
|
$826,586
0.03% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
42,030
shares
|
$822,106
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
41,182
shares
|
$805,519
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,302
shares
|
$788,307
0.01% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
40,157
shares
|
$785,470
0.45% of portfolio
|
Q4 2022
Added 12.89%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
40,064
shares
|
$783,651
0.44% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
39,539
shares
|
$773,382
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
39,436
shares
|
$771,368
3.38% of portfolio
|
Q3 2023
Reduced 17.22%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
38,947
shares
|
$761,803
0.15% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
38,933
shares
|
$761,529
0.06% of portfolio
|
Q2 2022
Added 32.95%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
37,508
shares
|
$733,656
0.16% of portfolio
|
Q2 2025
Added 133.84%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
37,253
shares
|
$728,668
0.03% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
36,098
shares
|
$706,076
0.21% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
34,715
shares
|
$679,025
0.55% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
34,693
shares
|
$678,595
0.47% of portfolio
|
Q2 2025
Added 7.3%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
34,621
shares
|
$677,186
0.4% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
34,620
shares
|
$677,167
0.2% of portfolio
|
Q1 2025
Added 40.16%
|