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 384 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
485,093
shares
|
$9.6 Million
2.96% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
452,293
shares
|
$8.95 Million
0.78% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
448,870
shares
|
$8.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
439,526
shares
|
$8.69 Million
3.3% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
432,241
shares
|
$8.55 Million
7.01% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
428,670
shares
|
$8.48 Million
7.15% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
417,584
shares
|
$8.26 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
387,658
shares
|
$7.67 Million
3.67% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
381,624
shares
|
$7.55 Million
1.84% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
380,773
shares
|
$7.53 Million
0.11% of portfolio
|
Q2 2025
Added 218.33%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
379,703
shares
|
$7.51 Million
1.74% of portfolio
|
Q3 2025
Added 10.6%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
372,736
shares
|
$7.37 Million
2.94% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
368,284
shares
|
$7.28 Million
1.25% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
362,645
shares
|
$7.17 Million
0.28% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344,985
shares
|
$6.82 Million
0.54% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
343,314
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
341,598
shares
|
$6.76 Million
0.0% of portfolio
|
Q1 2025
Added 5452.63%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
339,616
shares
|
$6.72 Million
0.13% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
339,004
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
337,717
shares
|
$6.68 Million
0.87% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
334,549
shares
|
$6.62 Million
4.93% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
331,295
shares
|
$6.55 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
327,618
shares
|
$6.48 Million
3.74% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
316,725
shares
|
$6.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
301,243
shares
|
$5.96 Million
2.23% of portfolio
|
Q2 2025
Added 6.87%
|