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 383 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,023
shares
|
$571,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
28,179
shares
|
$555,126
0.16% of portfolio
|
Q2 2025
Added 96.78%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,145
shares
|
$554,456
0.13% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,130
shares
|
$554,161
0.09% of portfolio
|
Q2 2025
Reduced 78.39%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
28,040
shares
|
$552,388
0.59% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
27,952
shares
|
$550,654
0.13% of portfolio
|
Q2 2025
Reduced 98.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
27,710
shares
|
$545,887
0.09% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
27,672
shares
|
$545,138
0.25% of portfolio
|
Q2 2025
Added 67.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
27,241
shares
|
$536,647
0.01% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,110
shares
|
$534,067
0.04% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
27,062
shares
|
$533,121
0.5% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
26,383
shares
|
$519,745
0.17% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$519,331
0.34% of portfolio
|
Q3 2022
Added 16.57%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
25,828
shares
|
$508,811
0.39% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
25,265
shares
|
$497,720
0.12% of portfolio
|
Q2 2025
Reduced 27.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
24,482
shares
|
$482,295
0.0% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
24,418
shares
|
$481,034
0.07% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
24,373
shares
|
$480,148
0.03% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
23,330
shares
|
$459,601
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
22,926
shares
|
$451,642
0.17% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
22,430
shares
|
$441,871
0.78% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
22,125
shares
|
$435,862
0.01% of portfolio
|
Q2 2025
Reduced 72.96%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,625
shares
|
$426,012
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
21,549
shares
|
$424,515
0.26% of portfolio
|
Q2 2025
Added 40.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
21,335
shares
|
$420,299
0.0% of portfolio
|
Q2 2025
Added 12.67%
|