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 |
|---|---|---|---|---|---|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
113,050
shares
|
$2.1 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
111,921
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
111,124
shares
|
$2.06 Million
0.02% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
110,267
shares
|
$2.05 Million
0.41% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
109,741
shares
|
$2.04 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
106,988
shares
|
$1.99 Million
0.19% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
102,240
shares
|
$1.9 Million
0.01% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
100,340
shares
|
$1.86 Million
0.08% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
95,613
shares
|
$1.77 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
90,017
shares
|
$1.67 Million
0.03% of portfolio
|
Q1 2025
Reduced 69.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
89,383
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 50.78%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
84,580
shares
|
$1.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.49%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
82,516
shares
|
$1.53 Million
0.47% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
78,620
shares
|
$1.46 Million
0.27% of portfolio
|
Q1 2025
Added 27.37%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
75,724
shares
|
$1.41 Million
0.25% of portfolio
|
Q1 2024
Added 13.39%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
73,062
shares
|
$1.36 Million
1.34% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
68,600
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 50.49%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
67,459
shares
|
$1.25 Million
0.39% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
66,939
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 29.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
63,568
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 148.79%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
63,539
shares
|
$1.18 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
62,680
shares
|
$1.16 Million
0.17% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
61,771
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 128.51%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
61,338
shares
|
$1.14 Million
1.31% of portfolio
|
Q1 2025
Added 78.7%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
61,195
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 60.6%
|