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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
137,463
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
136,870
shares
|
$2.57 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
133,979
shares
|
$2.51 Million
2.06% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
132,407
shares
|
$2.48 Million
0.75% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
131,354
shares
|
$2.46 Million
0.5% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
127,190
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.45%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
122,770
shares
|
$2.3 Million
0.38% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
120,136
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
117,050
shares
|
$2.19 Million
0.15% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
116,012
shares
|
$2.18 Million
0.43% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
114,966
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
109,919
shares
|
$2.06 Million
0.63% of portfolio
|
Q2 2025
Reduced 23.6%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
108,267
shares
|
$2.03 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
104,823
shares
|
$1.97 Million
1.08% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
95,613
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
89,383
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 50.78%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
89,116
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2025
Added 29.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
86,222
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 163.89%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
84,803
shares
|
$1.59 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
83,486
shares
|
$1.57 Million
0.45% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
82,021
shares
|
$1.54 Million
0.42% of portfolio
|
Q2 2025
Added 491.78%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
79,928
shares
|
$1.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
78,589
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
75,724
shares
|
$1.42 Million
0.25% of portfolio
|
Q1 2024
Added 13.39%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
74,459
shares
|
$1.4 Million
1.23% of portfolio
|
Q2 2025
Added 1.91%
|