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 300 institutions that hold shares in the stock, with a total of 85 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
208,107
shares
|
$4.05 Million
0.18% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
201,352
shares
|
$3.91 Million
0.34% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
197,447
shares
|
$3.84 Million
0.29% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
197,200
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2024
Added 109.64%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
197,168
shares
|
$3.83 Million
1.49% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
194,043
shares
|
$3.77 Million
1.13% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
192,000
shares
|
$3.73 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
189,181
shares
|
$3.68 Million
0.3% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
182,995
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2024
Added 27.78%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
175,440
shares
|
$3.41 Million
0.51% of portfolio
|
Q3 2024
Added 75.25%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
173,383
shares
|
$3.37 Million
2.59% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
172,924
shares
|
$3.36 Million
0.74% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
172,236
shares
|
$3.35 Million
0.3% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
165,193
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
162,834
shares
|
$3.17 Million
0.28% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
162,324
shares
|
$3.16 Million
1.09% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.1 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
158,128
shares
|
$3.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
158,089
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
156,049
shares
|
$3.03 Million
0.09% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$2.97 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
146,750
shares
|
$2.85 Million
1.35% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
141,264
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 152.95%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
137,762
shares
|
$2.68 Million
0.77% of portfolio
|
Q4 2024
Added 30.85%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
137,173
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2024
Added 5.06%
|