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 297 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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,087
shares
|
$39,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,952
shares
|
$36,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,825
shares
|
$34,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$28,395
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,133
shares
|
$21,447
0.0% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1,103
shares
|
$20,879
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
1,056
shares
|
$19,990
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$18,930
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
957
shares
|
$18,116
0.0% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
851
shares
|
$16,109
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
697
shares
|
$13,194
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
668
shares
|
$12,645
0.0% of portfolio
|
Q4 2024
Added 97.63%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
627
shares
|
$11,869
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
519
shares
|
$9,824
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
380
shares
|
$7,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
343
shares
|
$6,492
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
333
shares
|
$6,303
0.0% of portfolio
|
Q2 2025
Reduced 53.03%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
220
shares
|
$4,164
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
183
shares
|
$3,464
0.0% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
157
shares
|
$2,972
0.0% of portfolio
|
Q2 2025
Reduced 73.92%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
94
shares
|
$1,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
62
shares
|
$1,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|