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 296 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tassel Capital Management, Inc.
Matthews, NC |
Jul 15, 2025 Q2 2025 |
14,912
shares
|
$282,284
0.21% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
14,786
shares
|
$279,898
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
14,400
shares
|
$272,592
0.04% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
14,143
shares
|
$267,726
0.0% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
13,591
shares
|
$257,277
0.01% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
12,879
shares
|
$243,799
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
12,742
shares
|
$241,206
0.0% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
12,684
shares
|
$240,108
0.13% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
12,528
shares
|
$237,155
0.08% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
12,172
shares
|
$230,415
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
11,943
shares
|
$226,080
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
11,929
shares
|
$225,815
0.1% of portfolio
|
Q2 2025
Reduced 9.31%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
11,600
shares
|
$219,588
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,507
shares
|
$217,827
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
11,486
shares
|
$217,429
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,259
shares
|
$213,132
0.0% of portfolio
|
Q2 2025
Reduced 73.55%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
11,096
shares
|
$210,047
0.02% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$208,230
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,980
shares
|
$207,851
0.0% of portfolio
|
Q2 2024
Added 23.47%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
10,875
shares
|
$205,863
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
10,850
shares
|
$205,390
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,640
shares
|
$201,415
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
10,605
shares
|
$200,752
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
10,574
shares
|
$200,165
0.06% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
10,355
shares
|
$196,020
0.05% of portfolio
|
Q2 2025
New holding
|