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 270 institutions that hold shares in the stock, with a total of 86.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,170,680
shares
|
$115 Million
0.01% of portfolio
|
Q1 2025
Added 21.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,826,003
shares
|
$108 Million
0.45% of portfolio
|
Q1 2025
Added 57.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,032,214
shares
|
$74.8 Million
0.03% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,751,130
shares
|
$69.6 Million
0.03% of portfolio
|
Q1 2025
Added 25.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,303,222
shares
|
$61.3 Million
0.01% of portfolio
|
Q1 2025
Added 43.64%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,049,470
shares
|
$56.6 Million
0.63% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,914,041
shares
|
$54.1 Million
0.86% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,598,243
shares
|
$48.2 Million
1.91% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,550,819
shares
|
$47.3 Million
0.03% of portfolio
|
Q3 2024
Added 71.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,413,167
shares
|
$44.8 Million
1.25% of portfolio
|
Q1 2024
Added 15.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,140,738
shares
|
$39.7 Million
0.01% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,085,408
shares
|
$38.7 Million
2.85% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,940,412
shares
|
$36 Million
0.0% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,770,658
shares
|
$32.9 Million
0.01% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,712,447
shares
|
$31.8 Million
0.01% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,632,719
shares
|
$30.3 Million
0.01% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,525,065
shares
|
$28.3 Million
0.22% of portfolio
|
Q1 2025
Added 28.25%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,305,358
shares
|
$24.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,196,726
shares
|
$22.2 Million
0.02% of portfolio
|
Q1 2025
Added 12.28%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
1,100,000
shares
|
$20.4 Million
3.37% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,066,305
shares
|
$19.8 Million
2.35% of portfolio
|
Q1 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,014,722
shares
|
$18.8 Million
0.43% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
988,893
shares
|
$18.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
986,444
shares
|
$18.3 Million
1.19% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
950,875
shares
|
$17.6 Million
1.88% of portfolio
|
Q1 2025
Added 40.88%
|