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 359 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
185,868
shares
|
$3.62 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
184,716
shares
|
$3.59 Million
0.03% of portfolio
|
Q3 2024
Added 373.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
183,515
shares
|
$3.57 Million
0.3% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
181,911
shares
|
$3.54 Million
0.31% of portfolio
|
Q3 2024
Added 15.57%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
181,808
shares
|
$3.54 Million
0.28% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
177,688
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
174,420
shares
|
$3.39 Million
0.74% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
171,290
shares
|
$3.33 Million
2.57% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
162,861
shares
|
$3.17 Million
1.09% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
158,798
shares
|
$3.09 Million
0.09% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
157,936
shares
|
$3.07 Million
0.2% of portfolio
|
Q4 2023
Added 21.47%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
150,837
shares
|
$2.93 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
148,196
shares
|
$2.88 Million
0.47% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
140,403
shares
|
$2.73 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
129,228
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 313.62%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
128,907
shares
|
$2.51 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
127,137
shares
|
$2.47 Million
0.1% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
126,860
shares
|
$2.47 Million
0.44% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
126,753
shares
|
$2.47 Million
0.12% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
123,416
shares
|
$2.4 Million
1.6% of portfolio
|
Q3 2024
Added 42.3%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
123,406
shares
|
$2.4 Million
0.38% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
119,620
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Added 70.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
113,272
shares
|
$2.2 Million
0.97% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
111,818
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2024
Added 17.11%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
109,465
shares
|
$2.13 Million
0.27% of portfolio
|
Q3 2024
Added 0.16%
|