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 179 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $826 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
460,364
shares
|
$8.47 Million
3.51% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
459,318
shares
|
$8.45 Million
1.11% of portfolio
|
Q3 2024
Added 111.98%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
391,437
shares
|
$7.2 Million
0.36% of portfolio
|
Q2 2024
Added 13.92%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
361,579
shares
|
$6.65 Million
0.11% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
347,760
shares
|
$6.4 Million
0.22% of portfolio
|
Q2 2024
Added 1247.65%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
339,219
shares
|
$6.24 Million
0.04% of portfolio
|
Q2 2024
Added 257.17%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
321,178
shares
|
$5.91 Million
0.91% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
282,698
shares
|
$5.2 Million
1.54% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 07, 2024 Q2 2024 |
280,495
shares
|
$5.16 Million
1.59% of portfolio
|
Q2 2024
New holding
|
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
278,650
shares
|
$5.12 Million
2.29% of portfolio
|
Q2 2024
Added 2.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
266,980
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2024
Added 28.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.64 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
237,008
shares
|
$4.36 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
228,143
shares
|
$4.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 86.1%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
223,821
shares
|
$4.12 Million
0.03% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
211,929
shares
|
$3.9 Million
0.0% of portfolio
|
Q2 2024
Added 235.95%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
199,272
shares
|
$3.66 Million
0.63% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
178,394
shares
|
$3.28 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.34%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
178,161
shares
|
$3.28 Million
1.43% of portfolio
|
Q3 2024
Added 52.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
176,635
shares
|
$3.25 Million
2.55% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
174,776
shares
|
$3.21 Million
1.07% of portfolio
|
Q2 2024
Added 8.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
168,895
shares
|
$3.11 Million
0.0% of portfolio
|
Q3 2024
Added 64.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
168,573
shares
|
$3.1 Million
0.3% of portfolio
|
Q2 2024
Added 423.11%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
164,780
shares
|
$3.03 Million
1.33% of portfolio
|
Q2 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
160,247
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2024
Added 2.7%
|