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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
157,936
shares
|
$3.09 Million
0.2% of portfolio
|
Q4 2023
Added 21.47%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
157,679
shares
|
$3.08 Million
0.51% of portfolio
|
Q2 2025
Added 8.78%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
155,316
shares
|
$3.04 Million
0.32% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
149,433
shares
|
$2.92 Million
1.38% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
149,272
shares
|
$2.92 Million
0.24% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
147,771
shares
|
$2.89 Million
1.07% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
143,367
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
142,836
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
142,014
shares
|
$2.78 Million
0.13% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
141,285
shares
|
$2.76 Million
1.16% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
141,223
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 32.91%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
137,120
shares
|
$2.68 Million
0.3% of portfolio
|
Q2 2025
Added 24.85%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
137,037
shares
|
$2.68 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
136,217
shares
|
$2.66 Million
2.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
135,214
shares
|
$2.64 Million
1.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
134,922
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
129,399
shares
|
$2.53 Million
0.09% of portfolio
|
Q2 2025
Added 11.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
127,007
shares
|
$2.48 Million
0.05% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
123,978
shares
|
$2.43 Million
0.4% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
119,902
shares
|
$2.35 Million
0.64% of portfolio
|
Q2 2025
Reduced 45.52%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
119,659
shares
|
$2.34 Million
0.8% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
119,488
shares
|
$2.34 Million
0.3% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
116,161
shares
|
$2.27 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
113,216
shares
|
$2.21 Million
1.7% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
110,015
shares
|
$2.15 Million
1.45% of portfolio
|
Q2 2025
Added 92.12%
|