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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,992
shares
|
$514,772
0.0% of portfolio
|
Q2 2024
Added 10.85%
|
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
27,723
shares
|
$509,825
0.02% of portfolio
|
Q2 2024
Added 5.88%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
27,154
shares
|
$499,362
0.1% of portfolio
|
Q1 2024
Added 58.3%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
26,983
shares
|
$496,217
0.01% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
26,713
shares
|
$491,252
0.11% of portfolio
|
Q3 2024
Added 125.08%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
25,488
shares
|
$468,724
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
25,413
shares
|
$467,345
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
24,504
shares
|
$450,628
0.2% of portfolio
|
Q2 2024
Reduced 18.28%
|
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
23,467
shares
|
$431,558
0.36% of portfolio
|
Q2 2024
Added 17.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
22,702
shares
|
$417,489
0.02% of portfolio
|
Q2 2024
Added 62.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
21,047
shares
|
$387,054
0.04% of portfolio
|
Q3 2024
Added 38.25%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
19,486
shares
|
$358,347
0.02% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Aug 07, 2024 Q2 2024 |
17,100
shares
|
$314,469
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
17,000
shares
|
$312,630
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
16,783
shares
|
$308,639
0.06% of portfolio
|
Q3 2024
Added 34.18%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
16,660
shares
|
$306,377
0.18% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,629
shares
|
$305,807
0.02% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
16,335
shares
|
$300,400
0.0% of portfolio
|
Q2 2024
Added 50.76%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,588
shares
|
$286,663
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
15,566
shares
|
$286,258
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
14,683
shares
|
$270,020
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
14,563
shares
|
$267,813
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
13,787
shares
|
$253,542
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,623
shares
|
$250,526
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
13,600
shares
|
$250,104
0.04% of portfolio
|
Q4 2023
New holding
|