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 190 institutions that hold shares in the stock, with a total of 49.7 Million shares, which have been reported (via 13F filing form) to have a value of $913 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
520,127
shares
|
$9.55 Million
0.47% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
472,225
shares
|
$8.67 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
460,364
shares
|
$8.45 Million
3.28% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
459,318
shares
|
$8.43 Million
1.11% of portfolio
|
Q3 2024
Added 111.98%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
408,591
shares
|
$7.5 Million
0.34% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
398,043
shares
|
$7.31 Million
0.02% of portfolio
|
Q3 2024
Added 49.09%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
394,493
shares
|
$7.24 Million
3.24% of portfolio
|
Q3 2024
Added 139.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
382,517
shares
|
$7.02 Million
0.0% of portfolio
|
Q3 2024
Added 80.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
369,501
shares
|
$6.78 Million
0.04% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
368,056
shares
|
$6.76 Million
0.11% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
328,450
shares
|
$6.03 Million
2.58% of portfolio
|
Q3 2024
Added 17.87%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
321,178
shares
|
$5.9 Million
0.91% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
287,034
shares
|
$5.27 Million
1.57% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
282,698
shares
|
$5.19 Million
1.54% of portfolio
|
Q3 2024
Added 22.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.63 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
229,124
shares
|
$4.21 Million
0.08% of portfolio
|
Q3 2024
Added 82.31%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
223,821
shares
|
$4.11 Million
0.03% of portfolio
|
Q3 2024
Added 28.24%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
222,128
shares
|
$4.08 Million
2.44% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
206,570
shares
|
$3.79 Million
0.34% of portfolio
|
Q3 2024
Added 22.54%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
203,251
shares
|
$3.73 Million
1.12% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
199,272
shares
|
$3.66 Million
0.63% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
183,270
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
181,761
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2024
Added 300.08%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
178,161
shares
|
$3.27 Million
1.43% of portfolio
|
Q3 2024
Added 52.52%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
176,635
shares
|
$3.24 Million
2.55% of portfolio
|
Q3 2024
Added 1.44%
|