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 384 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
90,083
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.77 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
|
$1.75 Million
0.46% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
87,762
shares
|
$1.74 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
|
$1.7 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%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
83,080
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
82,907
shares
|
$1.64 Million
0.47% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
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%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
80,757
shares
|
$1.6 Million
0.5% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
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%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
75,223
shares
|
$1.49 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%
|
|
|
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
|
Oct 20, 2025 Q3 2025 |
71,973
shares
|
$1.42 Million
0.21% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
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
|
$1.33 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
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
New holding
|