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 |
|---|---|---|---|---|---|
|
Red Spruce Capital, LLC
|
Apr 08, 2025 Q1 2025 |
192,253
shares
|
$3.57 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
185,121
shares
|
$3.44 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
181,790
shares
|
$3.37 Million
3.64% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
177,346
shares
|
$3.29 Million
1.13% of portfolio
|
Q1 2025
Added 29.81%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
173,609
shares
|
$3.22 Million
0.28% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
172,029
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
171,186
shares
|
$3.18 Million
0.04% of portfolio
|
Q1 2025
Added 51.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
170,385
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
161,492
shares
|
$3 Million
0.26% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
152,130
shares
|
$2.82 Million
0.01% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
143,875
shares
|
$2.67 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
143,125
shares
|
$2.66 Million
0.03% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
142,040
shares
|
$2.64 Million
0.04% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Legacy Cg, LLC
Plano, TX |
Apr 24, 2025 Q1 2025 |
139,294
shares
|
$2.59 Million
1.11% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
138,015
shares
|
$2.56 Million
0.82% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
137,463
shares
|
$2.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
134,261
shares
|
$2.49 Million
0.06% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
133,030
shares
|
$2.47 Million
1.13% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
131,354
shares
|
$2.44 Million
0.53% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
129,490
shares
|
$2.4 Million
2.18% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
128,152
shares
|
$2.38 Million
0.86% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
126,429
shares
|
$2.35 Million
0.37% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
120,688
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
120,252
shares
|
$2.23 Million
0.01% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
115,050
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 32.97%
|