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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
213,244
shares
|
$4 Million
0.32% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
212,861
shares
|
$3.99 Million
2.51% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
211,584
shares
|
$3.97 Million
2.84% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
203,734
shares
|
$3.82 Million
0.55% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
202,475
shares
|
$3.8 Million
1.92% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
189,347
shares
|
$3.55 Million
3.18% of portfolio
|
Q2 2025
Added 31.06%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
187,893
shares
|
$3.52 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
185,804
shares
|
$3.48 Million
3.51% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
185,446
shares
|
$3.48 Million
0.29% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
181,617
shares
|
$3.41 Million
1.09% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
177,772
shares
|
$3.33 Million
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,031
shares
|
$3.32 Million
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
175,986
shares
|
$3.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
165,292
shares
|
$3.1 Million
1.18% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
161,881
shares
|
$3.04 Million
0.02% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
154,078
shares
|
$2.89 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
152,255
shares
|
$2.85 Million
0.42% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
149,695
shares
|
$2.81 Million
0.02% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
149,170
shares
|
$2.8 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
144,224
shares
|
$2.7 Million
0.01% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
143,793
shares
|
$2.7 Million
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
143,785
shares
|
$2.7 Million
0.85% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
141,132
shares
|
$2.65 Million
0.05% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
138,810
shares
|
$2.6 Million
0.01% of portfolio
|
Q2 2025
Added 35.77%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
137,713
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Added 37.25%
|