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 386 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 |
|---|---|---|---|---|---|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
295,702
shares
|
$5.85 Million
3.66% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
290,189
shares
|
$5.74 Million
0.06% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
282,553
shares
|
$5.59 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
269,466
shares
|
$5.33 Million
1.32% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
266,894
shares
|
$5.28 Million
0.75% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
266,700
shares
|
$5.28 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
262,997
shares
|
$5.2 Million
0.18% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
251,093
shares
|
$4.97 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
250,047
shares
|
$4.95 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
245,436
shares
|
$4.85 Million
0.89% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
244,051
shares
|
$4.83 Million
2.43% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
242,656
shares
|
$4.8 Million
0.4% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
242,104
shares
|
$4.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
241,046
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2025
Added 20.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
227,043
shares
|
$4.49 Million
0.01% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
222,479
shares
|
$4.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
218,666
shares
|
$4.33 Million
0.35% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
210,523
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
205,405
shares
|
$4.06 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.52%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
204,481
shares
|
$4.04 Million
0.55% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
200,699
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
200,579
shares
|
$3.97 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,081
shares
|
$3.96 Million
0.57% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
199,962
shares
|
$3.96 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
198,093
shares
|
$3.92 Million
0.03% of portfolio
|
Q2 2025
Added 8.19%
|