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 367 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
313,800
shares
|
$6.15 Million
4.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
287,488
shares
|
$5.63 Million
3.63% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
284,656
shares
|
$5.58 Million
0.07% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
281,868
shares
|
$5.52 Million
2.35% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
276,344
shares
|
$5.42 Million
0.34% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
275,730
shares
|
$5.4 Million
0.07% of portfolio
|
Q1 2025
Added 123.97%
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
274,376
shares
|
$5.38 Million
1.41% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
266,700
shares
|
$5.23 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
256,496
shares
|
$5.03 Million
0.78% of portfolio
|
Q1 2025
Added 10.86%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
255,303
shares
|
$5 Million
0.8% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
251,117
shares
|
$4.92 Million
2.14% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
246,459
shares
|
$4.83 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
243,774
shares
|
$4.78 Million
2.67% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
238,196
shares
|
$4.67 Million
0.19% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
231,657
shares
|
$4.54 Million
0.24% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
220,936
shares
|
$4.33 Million
1.27% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
217,940
shares
|
$4.27 Million
0.39% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
215,271
shares
|
$4.22 Million
0.88% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
211,905
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
206,366
shares
|
$4.04 Million
0.35% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
204,171
shares
|
$4 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
200,850
shares
|
$3.94 Million
0.0% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
200,081
shares
|
$3.92 Million
0.57% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
192,823
shares
|
$3.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 55.18%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
186,931
shares
|
$3.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.46%
|