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 308 institutions that hold shares in the stock, with a total of 87.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
714,782
shares
|
$13.9 Million
0.08% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
706,510
shares
|
$13.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
650,996
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
640,527
shares
|
$12.5 Million
2.91% of portfolio
|
Q4 2024
Added 369.48%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
619,247
shares
|
$12.1 Million
2.67% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
615,020
shares
|
$12 Million
0.83% of portfolio
|
Q4 2024
Added 2561.62%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
606,782
shares
|
$11.8 Million
0.74% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
556,184
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
511,863
shares
|
$9.96 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
500,601
shares
|
$9.74 Million
0.02% of portfolio
|
Q3 2024
Added 707.29%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
496,080
shares
|
$9.65 Million
0.47% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
489,883
shares
|
$9.53 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
488,962
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
475,466
shares
|
$9.25 Million
2.47% of portfolio
|
Q4 2024
Added 35.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
472,291
shares
|
$9.19 Million
0.03% of portfolio
|
Q3 2024
Added 207.53%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
463,245
shares
|
$9.01 Million
1.52% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
426,479
shares
|
$8.3 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
426,362
shares
|
$8.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
417,421
shares
|
$8.12 Million
0.37% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
412,181
shares
|
$8.02 Million
1.05% of portfolio
|
Q3 2024
Added 104.11%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
408,651
shares
|
$7.95 Million
3.52% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
406,367
shares
|
$7.91 Million
0.0% of portfolio
|
Q3 2024
Added 19.83%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
402,975
shares
|
$7.84 Million
3.31% of portfolio
|
Q3 2024
Added 25.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
399,113
shares
|
$7.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
394,500
shares
|
$7.68 Million
0.03% of portfolio
|
Q3 2024
Added 8.59%
|