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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
137,394
shares
|
$2.72 Million
0.05% of portfolio
|
Q2 2025
Added 5.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
137,240
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
135,146
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
132,734
shares
|
$2.63 Million
0.55% of portfolio
|
Q2 2025
Added 136.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
132,649
shares
|
$2.62 Million
0.02% of portfolio
|
Q2 2025
Added 495.29%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
128,959
shares
|
$2.55 Million
1.74% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
128,310
shares
|
$2.54 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
127,781
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
127,774
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
122,772
shares
|
$2.43 Million
0.66% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
116,613
shares
|
$2.31 Million
1.09% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
115,980
shares
|
$2.29 Million
0.37% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
114,769
shares
|
$2.27 Million
1.53% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
114,033
shares
|
$2.26 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
105,069
shares
|
$2.08 Million
1.69% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
104,724
shares
|
$2.07 Million
0.26% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.04 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
102,579
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
102,320
shares
|
$2.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 18.41%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
102,039
shares
|
$2.02 Million
0.75% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
101,114
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
99,687
shares
|
$1.97 Million
0.19% of portfolio
|
Q3 2025
Added 115.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
97,750
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Added 57.44%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
93,209
shares
|
$1.84 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
93,081
shares
|
$1.84 Million
0.19% of portfolio
|
Q3 2025
Added 22.76%
|