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 166 institutions that hold shares in the stock, with a total of 42.1 Million shares, which have been reported (via 13F filing form) to have a value of $793 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
4,271,116
shares
|
$80.3 Million
0.01% of portfolio
|
Q1 2024
Added 25.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,568,530
shares
|
$48.3 Million
0.81% of portfolio
|
Q2 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,413,167
shares
|
$45.4 Million
1.25% of portfolio
|
Q1 2024
Added 15.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,872,856
shares
|
$35.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
1,685,685
shares
|
$31.7 Million
1.28% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
1,636,116
shares
|
$30.8 Million
1.32% of portfolio
|
Q2 2024
Added 40.91%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
1,571,570
shares
|
$29.6 Million
0.55% of portfolio
|
Q2 2024
Added 33.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,491,090
shares
|
$28 Million
0.02% of portfolio
|
Q2 2024
Added 96.32%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,422,955
shares
|
$26.8 Million
0.01% of portfolio
|
Q2 2024
Added 4.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,280,336
shares
|
$24.1 Million
0.01% of portfolio
|
Q2 2024
Added 12.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,259,814
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2024
Added 85.14%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
1,142,286
shares
|
$21.5 Million
0.06% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,117,290
shares
|
$21 Million
0.01% of portfolio
|
Q2 2024
Added 5.03%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
987,200
shares
|
$18.6 Million
0.02% of portfolio
|
Q2 2024
Added 553.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
846,739
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2024
Added 52.79%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
812,751
shares
|
$15.3 Million
0.8% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
759,192
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.79%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
739,382
shares
|
$13.9 Million
0.36% of portfolio
|
Q2 2024
Added 9.94%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
707,476
shares
|
$13.3 Million
0.84% of portfolio
|
Q2 2024
Added 18.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
655,437
shares
|
$12.3 Million
4.91% of portfolio
|
Q2 2024
Added 0.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
588,520
shares
|
$11.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
529,932
shares
|
$9.97 Million
0.05% of portfolio
|
Q2 2024
Added 3.54%
|
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
513,774
shares
|
$9.66 Million
0.46% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
488,512
shares
|
$9.19 Million
0.62% of portfolio
|
Q2 2024
Added 8.22%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
460,364
shares
|
$8.66 Million
3.51% of portfolio
|
Q2 2024
Reduced 0.48%
|