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 387 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $3.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
95,992
shares
|
$1.89 Million
0.45% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
94,781
shares
|
$1.87 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
94,011
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
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%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
91,952
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2025
Added 6.16%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
90,638
shares
|
$1.79 Million
0.82% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
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.
|
Oct 28, 2025 Q3 2025 |
88,626
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
88,045
shares
|
$1.74 Million
0.29% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
85,325
shares
|
$1.68 Million
0.5% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
85,228
shares
|
$1.68 Million
0.43% of portfolio
|
Q3 2025
Added 35.14%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
84,163
shares
|
$1.66 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
83,825
shares
|
$1.65 Million
0.43% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
83,502
shares
|
$1.65 Million
0.04% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
83,080
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
81,532
shares
|
$1.61 Million
1.01% of portfolio
|
Q3 2025
New holding
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
81,380
shares
|
$1.61 Million
1.43% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
78,670
shares
|
$1.55 Million
1.01% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
77,732
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,223
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
73,979
shares
|
$1.46 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
71,973
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
70,991
shares
|
$1.4 Million
0.26% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
69,997
shares
|
$1.38 Million
0.96% of portfolio
|
Q3 2025
Added 0.83%
|
|