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 |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
512,511
shares
|
$10 Million
0.46% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
510,429
shares
|
$9.98 Million
3.72% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
482,691
shares
|
$9.44 Million
1.93% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
479,960
shares
|
$9.39 Million
3.19% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
469,248
shares
|
$9.18 Million
0.01% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
461,016
shares
|
$9.02 Million
0.84% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
457,583
shares
|
$8.95 Million
0.95% of portfolio
|
Q2 2025
Reduced 15.86%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
447,398
shares
|
$8.75 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
445,639
shares
|
$8.72 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
438,142
shares
|
$8.57 Million
3.27% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
415,107
shares
|
$8.12 Million
2.15% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
410,050
shares
|
$8.02 Million
2.35% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
409,920
shares
|
$8.02 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
381,764
shares
|
$7.47 Million
3.84% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,165
shares
|
$7.4 Million
0.05% of portfolio
|
Q4 2024
Added 23.57%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
369,343
shares
|
$7.22 Million
0.29% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
365,691
shares
|
$7.15 Million
0.01% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
363,980
shares
|
$7.12 Million
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
357,342
shares
|
$6.99 Million
0.24% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
354,529
shares
|
$6.93 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
352,312
shares
|
$6.89 Million
2.26% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
347,431
shares
|
$6.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
341,468
shares
|
$6.68 Million
0.19% of portfolio
|
Q1 2024
Reduced 57.22%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
338,186
shares
|
$6.61 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
330,414
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Added 25.82%
|