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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
88,581
shares
|
$1.75 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
88,408
shares
|
$1.74 Million
0.46% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
87,762
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
86,619
shares
|
$1.71 Million
1.15% of portfolio
|
Q2 2025
Added 276.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
86,194
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.83%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
85,723
shares
|
$1.69 Million
0.33% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
84,539
shares
|
$1.67 Million
0.68% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
82,907
shares
|
$1.63 Million
0.47% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
80,878
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
80,757
shares
|
$1.59 Million
0.5% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
80,055
shares
|
$1.58 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
78,609
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
76,078
shares
|
$1.5 Million
1.04% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
75,825
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
Added 45.5%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
75,007
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 129.91%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
74,691
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
73,852
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
73,460
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
72,014
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 610.06%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
70,078
shares
|
$1.38 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
69,422
shares
|
$1.37 Million
1.21% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
67,311
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
67,181
shares
|
$1.32 Million
0.27% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
67,105
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
New holding
|