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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
196,458
shares
|
$3.89 Million
0.58% of portfolio
|
Q3 2025
Added 49.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
196,108
shares
|
$3.88 Million
0.02% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
193,320
shares
|
$3.82 Million
1.6% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
193,057
shares
|
$3.82 Million
0.96% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
189,438
shares
|
$3.75 Million
3.35% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
189,202
shares
|
$3.74 Million
2.55% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
185,160
shares
|
$3.66 Million
1.41% of portfolio
|
Q2 2025
Reduced 50.13%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
183,742
shares
|
$3.63 Million
1.1% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
179,761
shares
|
$3.56 Million
1.21% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
176,155
shares
|
$3.48 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
174,244
shares
|
$3.45 Million
0.51% of portfolio
|
Q2 2025
Added 15.44%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
174,068
shares
|
$3.44 Million
0.28% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
173,429
shares
|
$3.43 Million
1.34% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
173,053
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
168,329
shares
|
$3.33 Million
0.23% of portfolio
|
Q2 2025
Added 27.39%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
164,488
shares
|
$3.25 Million
0.56% of portfolio
|
Q3 2025
Added 26.02%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
162,917
shares
|
$3.22 Million
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.15 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
153,256
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$3.03 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 15, 2025 Q3 2025 |
151,722
shares
|
$3 Million
1.54% of portfolio
|
Q3 2025
Added 10.16%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
145,721
shares
|
$2.88 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
139,729
shares
|
$2.76 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
139,334
shares
|
$2.76 Million
1.06% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
137,544
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2025
Added 2.67%
|