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 |
---|---|---|---|---|---|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
131,177
shares
|
$2.57 Million
1.59% of portfolio
|
Q1 2025
Added 19.23%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
130,385
shares
|
$2.56 Million
0.06% of portfolio
|
Q1 2025
Added 22.67%
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
130,174
shares
|
$2.55 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
129,196
shares
|
$2.53 Million
0.96% of portfolio
|
Q1 2025
Added 15.53%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
127,525
shares
|
$2.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
125,409
shares
|
$2.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
120,853
shares
|
$2.37 Million
0.44% of portfolio
|
Q1 2025
Added 7.36%
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
120,834
shares
|
$2.37 Million
1.17% of portfolio
|
Q1 2025
Added 6.49%
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
119,746
shares
|
$2.35 Million
0.85% of portfolio
|
Q1 2025
Added 2.54%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
119,616
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Added 226.22%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
116,496
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 19.16%
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
115,996
shares
|
$2.27 Million
1.19% of portfolio
|
Q1 2025
Added 13.69%
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
114,140
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2025
Added 5.73%
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
114,043
shares
|
$2.24 Million
0.65% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
112,427
shares
|
$2.2 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
104,769
shares
|
$2.05 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
103,405
shares
|
$2.03 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.02 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
101,398
shares
|
$1.99 Million
0.06% of portfolio
|
Q1 2025
Added 74.8%
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
99,389
shares
|
$1.95 Million
1.77% of portfolio
|
Q1 2025
Added 5.43%
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
97,750
shares
|
$1.92 Million
0.14% of portfolio
|
Q1 2025
Added 57.44%
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
96,540
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
94,922
shares
|
$1.86 Million
0.27% of portfolio
|
Q1 2025
Added 14.23%
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
92,710
shares
|
$1.82 Million
0.76% of portfolio
|
Q1 2025
Added 658.74%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2022
New holding
|