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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
73,014
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
72,609
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
72,423
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
69,276
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 47.92%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
68,823
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
66,560
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,230
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 91.15%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
65,601
shares
|
$1.24 Million
0.58% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
64,688
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2025
Added 120.82%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
63,610
shares
|
$1.2 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
63,447
shares
|
$1.2 Million
0.14% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
62,635
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
62,360
shares
|
$1.18 Million
0.81% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
61,963
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
61,164
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
60,582
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
59,620
shares
|
$1.13 Million
1.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
57,464
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2025
Added 24.82%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
57,000
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
54,346
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
53,301
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
52,850
shares
|
$1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
51,013
shares
|
$965,676
0.2% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
50,621
shares
|
$958,255
0.41% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
48,009
shares
|
$908,810
0.03% of portfolio
|
Q3 2025
Added 135.5%
|