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 296 institutions that hold shares in the stock, with a total of 95.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
216,348
shares
|
$4.1 Million
0.56% of portfolio
|
Q2 2025
Added 16.87%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
216,026
shares
|
$4.09 Million
2.78% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
215,220
shares
|
$4.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
214,288
shares
|
$4.06 Million
3.13% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
213,244
shares
|
$4.04 Million
0.32% of portfolio
|
Q2 2025
Added 9.1%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
203,734
shares
|
$3.86 Million
0.55% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
202,475
shares
|
$3.83 Million
1.92% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
199,215
shares
|
$3.77 Million
1.6% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
187,148
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
187,116
shares
|
$3.54 Million
1.07% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
185,446
shares
|
$3.51 Million
0.29% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
181,054
shares
|
$3.43 Million
3.3% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
177,772
shares
|
$3.37 Million
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
177,031
shares
|
$3.35 Million
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
175,986
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
165,292
shares
|
$3.13 Million
1.18% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
161,881
shares
|
$3.06 Million
0.02% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
154,078
shares
|
$2.92 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
152,255
shares
|
$2.88 Million
0.42% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
149,695
shares
|
$2.83 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
|
$2.82 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
144,815
shares
|
$2.74 Million
0.48% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
144,224
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Added 19.93%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
143,793
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
143,785
shares
|
$2.72 Million
0.85% of portfolio
|
Q2 2025
Added 12.2%
|