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 $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
217,916
shares
|
$4.25 Million
0.64% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
211,006
shares
|
$4.11 Million
0.77% of portfolio
|
Q4 2024
Added 348.07%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
208,449
shares
|
$4.06 Million
1.21% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
202,225
shares
|
$3.94 Million
0.42% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
200,478
shares
|
$3.91 Million
0.32% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
200,466
shares
|
$3.91 Million
1.12% of portfolio
|
Q4 2024
Added 14.92%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
200,404
shares
|
$3.9 Million
0.35% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
200,356
shares
|
$3.9 Million
0.34% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
192,758
shares
|
$3.75 Million
0.83% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
191,679
shares
|
$3.73 Million
0.05% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
190,310
shares
|
$3.71 Million
2.78% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
189,664
shares
|
$3.69 Million
1.93% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
189,415
shares
|
$3.69 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
186,528
shares
|
$3.63 Million
0.2% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
180,871
shares
|
$3.52 Million
1.22% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
168,508
shares
|
$3.28 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
161,294
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
160,917
shares
|
$3.13 Million
2.03% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
157,936
shares
|
$3.08 Million
0.2% of portfolio
|
Q4 2023
Added 21.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
152,207
shares
|
$2.96 Million
0.47% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
150,770
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Added 169.58%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
149,012
shares
|
$2.9 Million
0.33% of portfolio
|
Q1 2025
Added 29.56%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
148,435
shares
|
$2.89 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
147,340
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Added 133.68%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
143,820
shares
|
$2.8 Million
0.24% of portfolio
|
Q4 2024
Added 2.43%
|