Institutional Ownership Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT). We have compiled data on the 285 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,516,929
shares
|
$122 Million
0.01% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
6,031,301
shares
|
$113 Million
0.44% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,403,485
shares
|
$82.6 Million
0.03% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,646,139
shares
|
$68.4 Million
0.01% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
3,398,644
shares
|
$63.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,228,386
shares
|
$60.5 Million
0.54% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,979,683
shares
|
$55.9 Million
0.8% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,591,993
shares
|
$48.6 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,550,819
shares
|
$47.8 Million
0.03% of portfolio
|
Q3 2024
Added 71.07%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,536,166
shares
|
$47.6 Million
0.01% of portfolio
|
Q2 2025
Added 18.47%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,413,167
shares
|
$45.2 Million
1.25% of portfolio
|
Q1 2024
Added 15.79%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
2,294,041
shares
|
$43 Million
9.96% of portfolio
|
Q2 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,143,374
shares
|
$40.2 Million
2.65% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,012,754
shares
|
$37.7 Million
0.0% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,948,130
shares
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,822,235
shares
|
$34.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,721,701
shares
|
$32.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,525,065
shares
|
$28.6 Million
0.22% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,244,446
shares
|
$23.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,243,788
shares
|
$23.3 Million
0.02% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,128,016
shares
|
$21.2 Million
0.43% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,126,366
shares
|
$21.1 Million
2.3% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,092,507
shares
|
$20.5 Million
1.99% of portfolio
|
Q1 2025
Added 40.14%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
1,075,510
shares
|
$20.2 Million
3.12% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,071,144
shares
|
$20.1 Million
0.48% of portfolio
|
Q2 2025
Added 8.59%
|