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 383 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
133,968
shares
|
$2.64 Million
0.13% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
132,734
shares
|
$2.61 Million
0.55% of portfolio
|
Q2 2025
Added 136.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
132,649
shares
|
$2.61 Million
0.02% of portfolio
|
Q2 2025
Added 495.29%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
131,491
shares
|
$2.59 Million
1.11% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
131,120
shares
|
$2.58 Million
0.42% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
130,524
shares
|
$2.57 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
129,196
shares
|
$2.55 Million
0.96% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
127,781
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
122,772
shares
|
$2.42 Million
0.66% of portfolio
|
Q2 2025
Reduced 44.43%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
116,613
shares
|
$2.3 Million
1.09% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
115,980
shares
|
$2.28 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
|
$2.26 Million
1.53% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
114,033
shares
|
$2.25 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
105,069
shares
|
$2.07 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
|
$2.06 Million
0.26% of portfolio
|
Q2 2025
Added 10.33%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.03 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
102,579
shares
|
$2.02 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
|
$2.01 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
|
$1.99 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
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.
|
Jul 08, 2025 Q2 2025 |
93,424
shares
|
$1.84 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
90,975
shares
|
$1.79 Million
1.37% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
90,300
shares
|
$1.78 Million
0.89% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
90,083
shares
|
$1.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.69%
|