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 285 institutions that hold shares in the stock, with a total of 94.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.77 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
|
$7.09 Million
0.25% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
376,773
shares
|
$7.06 Million
0.1% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$6.99 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$6.99 Million
1.63% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
352,780
shares
|
$6.61 Million
0.0% of portfolio
|
Q2 2025
Added 40.21%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
346,456
shares
|
$6.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
341,689
shares
|
$6.41 Million
0.88% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
340,868
shares
|
$6.39 Million
0.52% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
316,595
shares
|
$5.94 Million
2.23% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
314,822
shares
|
$5.9 Million
1.49% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
314,164
shares
|
$5.89 Million
0.01% of portfolio
|
Q2 2025
Added 13.65%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
284,365
shares
|
$5.33 Million
1.32% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
283,662
shares
|
$5.32 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
|
$5.25 Million
3.56% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
278,775
shares
|
$5.23 Million
0.03% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
265,220
shares
|
$4.97 Million
0.91% of portfolio
|
Q2 2025
Added 26.4%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
265,130
shares
|
$4.97 Million
1.07% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
265,049
shares
|
$4.97 Million
0.42% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
261,888
shares
|
$4.91 Million
0.2% of portfolio
|
Q2 2025
Added 16.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.73 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
251,683
shares
|
$4.72 Million
1.29% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
236,260
shares
|
$4.43 Million
0.09% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
231,581
shares
|
$4.34 Million
0.21% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
216,348
shares
|
$4.06 Million
0.56% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
215,220
shares
|
$4.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.53%
|