Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,798
shares
|
$642,840
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
32,624
shares
|
$639,430
0.01% of portfolio
|
Q1 2025
Added 26.59%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
31,810
shares
|
$623,476
2.72% of portfolio
|
Q3 2023
Reduced 24.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
31,447
shares
|
$616,361
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,034
shares
|
$608,266
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
30,660
shares
|
$600,936
0.18% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
30,581
shares
|
$599,387
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,528
shares
|
$598,348
0.01% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
30,443
shares
|
$596,682
0.01% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,063
shares
|
$589,234
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,161
shares
|
$571,555
0.29% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,140
shares
|
$571,144
0.07% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,145
shares
|
$551,642
0.13% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,103
shares
|
$550,818
0.04% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
27,900
shares
|
$546,840
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
May 01, 2025 Q1 2025 |
27,846
shares
|
$545,781
0.16% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,110
shares
|
$531,356
0.04% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$516,695
0.34% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
26,195
shares
|
$513,422
0.23% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
26,160
shares
|
$512,736
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
25,485
shares
|
$499,506
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
24,930
shares
|
$488,628
0.98% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
24,903
shares
|
$488,098
0.04% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
24,786
shares
|
$485,805
0.42% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
24,500
shares
|
$480,200
0.0% of portfolio
|
Q2 2024
Added 1.24%
|