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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
378,395
shares
|
$7.16 Million
0.25% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
376,773
shares
|
$7.13 Million
0.1% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
375,462
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$7.05 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$7.05 Million
1.63% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
356,276
shares
|
$6.74 Million
0.88% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
355,295
shares
|
$6.73 Million
0.5% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
352,780
shares
|
$6.68 Million
0.0% of portfolio
|
Q2 2025
Added 40.21%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
316,595
shares
|
$5.99 Million
2.23% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
314,822
shares
|
$5.96 Million
1.49% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
314,164
shares
|
$5.95 Million
0.01% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
284,365
shares
|
$5.38 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
283,662
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 40.12%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
280,049
shares
|
$5.3 Million
3.56% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
278,775
shares
|
$5.28 Million
0.03% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
265,220
shares
|
$5.02 Million
0.91% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
265,049
shares
|
$5.02 Million
0.42% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
262,410
shares
|
$4.97 Million
0.12% of portfolio
|
Q3 2025
Added 90.55%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
261,888
shares
|
$4.96 Million
0.2% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.78 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
251,683
shares
|
$4.76 Million
1.29% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
250,664
shares
|
$4.75 Million
1.15% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
237,623
shares
|
$4.5 Million
0.18% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
237,580
shares
|
$4.5 Million
0.09% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
226,807
shares
|
$4.29 Million
2.52% of portfolio
|
Q3 2025
Added 6.55%
|