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 270 institutions that hold shares in the stock, with a total of 86.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
354,710
shares
|
$6.58 Million
1.69% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Kirr Marbach & CO LLC
|
Apr 23, 2025 Q1 2025 |
338,786
shares
|
$6.29 Million
1.55% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
334,855
shares
|
$6.21 Million
0.96% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
326,787
shares
|
$6.07 Million
1.81% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
293,461
shares
|
$5.45 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
May 12, 2025 Q1 2025 |
285,865
shares
|
$5.31 Million
1.39% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
278,775
shares
|
$5.17 Million
0.03% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
276,433
shares
|
$5.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.97%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
274,790
shares
|
$5.1 Million
3.83% of portfolio
|
Q1 2025
Added 9.04%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
267,439
shares
|
$4.96 Million
0.03% of portfolio
|
Q1 2025
Added 19.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.68 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
251,601
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
243,581
shares
|
$4.52 Million
0.41% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
240,514
shares
|
$4.46 Million
1.15% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
236,003
shares
|
$4.38 Million
1.28% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
231,581
shares
|
$4.3 Million
0.21% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
224,583
shares
|
$4.17 Million
0.09% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
224,304
shares
|
$4.16 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
211,683
shares
|
$3.93 Million
2.94% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
211,502
shares
|
$3.93 Million
2.53% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
209,818
shares
|
$3.89 Million
0.81% of portfolio
|
Q1 2025
Added 32.87%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
202,440
shares
|
$3.76 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
202,158
shares
|
$3.75 Million
2.09% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
195,466
shares
|
$3.63 Million
0.31% of portfolio
|
Q1 2025
Added 140.16%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
193,121
shares
|
$3.58 Million
0.56% of portfolio
|
Q1 2025
Added 12.41%
|