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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
64,603
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
63,787
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
63,415
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
59,784
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Added 12.31%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
57,360
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
55,132
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 73.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
51,539
shares
|
$947,802
0.0% of portfolio
|
Q2 2024
Added 5.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
51,420
shares
|
$945,613
0.0% of portfolio
|
Q2 2024
Added 14.57%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
51,280
shares
|
$943,039
0.21% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
50,832
shares
|
$934,800
0.35% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
50,348
shares
|
$925,899
0.45% of portfolio
|
Q3 2024
Added 28.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
50,201
shares
|
$923,196
0.54% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
49,705
shares
|
$914,074
0.07% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
45,431
shares
|
$835,476
0.0% of portfolio
|
Q2 2024
Added 66.92%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
43,581
shares
|
$801,454
0.52% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
39,267
shares
|
$722,120
0.09% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
37,115
shares
|
$682,544
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
36,673
shares
|
$674,416
0.0% of portfolio
|
Q3 2024
Added 98.66%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
35,619
shares
|
$655,033
0.01% of portfolio
|
Q2 2024
Added 14.62%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
33,340
shares
|
$613,122
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
32,025
shares
|
$588,939
0.02% of portfolio
|
Q1 2024
Reduced 2.63%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
31,923
shares
|
$587,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
29,987
shares
|
$551,460
0.01% of portfolio
|
Q3 2024
Added 65.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
29,959
shares
|
$550,946
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
29,676
shares
|
$545,741
0.01% of portfolio
|
Q2 2024
Added 89.85%
|