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 400 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
30,758
shares
|
$599,165
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
30,599
shares
|
$596,068
0.23% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
29,206
shares
|
$568,932
0.12% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
29,101
shares
|
$566,887
0.0% of portfolio
|
Q4 2024
Added 28.23%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
28,942
shares
|
$563,790
0.07% of portfolio
|
Q1 2024
Added 36.61%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
28,763
shares
|
$560,303
0.42% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
28,627
shares
|
$557,653
0.04% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
28,567
shares
|
$556,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
28,100
shares
|
$547,388
0.0% of portfolio
|
Q1 2024
Added 43.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
28,068
shares
|
$546,764
0.08% of portfolio
|
Q4 2024
Added 94.94%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
27,630
shares
|
$538,232
0.09% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
27,565
shares
|
$536,966
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
26,901
shares
|
$524,031
0.04% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
26,866
shares
|
$523,349
0.08% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,853
shares
|
$523,096
0.35% of portfolio
|
Q3 2022
Added 17.97%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
26,788
shares
|
$521,830
0.27% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,966
shares
|
$505,817
0.0% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
25,685
shares
|
$500,343
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
25,553
shares
|
$497,772
0.01% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
25,368
shares
|
$494,168
0.04% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
25,289
shares
|
$492,629
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
24,701
shares
|
$481,175
0.16% of portfolio
|
Q4 2024
Added 23.1%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
24,696
shares
|
$481,078
0.01% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
24,472
shares
|
$476,714
0.19% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
24,067
shares
|
$468,825
0.07% of portfolio
|
Q4 2024
Added 43.94%
|