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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
158,073
shares
|
$2.91 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
153,955
shares
|
$2.83 Million
0.25% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
152,800
shares
|
$2.81 Million
0.23% of portfolio
|
Q2 2024
Added 204.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
152,516
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2024
Added 28.16%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
150,574
shares
|
$2.77 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
150,062
shares
|
$2.76 Million
0.43% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
145,406
shares
|
$2.67 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
142,771
shares
|
$2.63 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
141,333
shares
|
$2.6 Million
0.08% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
136,968
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
130,783
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 52.75%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
130,734
shares
|
$2.4 Million
0.43% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
126,091
shares
|
$2.32 Million
0.5% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
125,677
shares
|
$2.31 Million
0.05% of portfolio
|
Q2 2024
Added 79.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
118,924
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2024
Added 4.65%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
117,482
shares
|
$2.16 Million
0.48% of portfolio
|
Q3 2024
Added 24.66%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
104,617
shares
|
$1.92 Million
0.37% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
95,258
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2024
Added 90.21%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
93,579
shares
|
$1.72 Million
0.89% of portfolio
|
Q2 2024
Added 24.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
90,454
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2024
Added 31.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
82,975
shares
|
$1.53 Million
0.27% of portfolio
|
Q2 2024
Added 87.94%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
79,760
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
75,724
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2024
Added 13.39%
|
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
75,690
shares
|
$1.39 Million
0.15% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
68,877
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Added 32.51%
|