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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
73,014
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
72,423
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
69,773
shares
|
$1.31 Million
0.4% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
69,276
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Added 47.92%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
66,560
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Added 7.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
66,230
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 91.15%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
65,601
shares
|
$1.23 Million
0.58% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
63,814
shares
|
$1.2 Million
0.34% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
63,610
shares
|
$1.19 Million
0.13% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
63,447
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
61,883
shares
|
$1.16 Million
0.19% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
61,842
shares
|
$1.16 Million
1.03% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
60,813
shares
|
$1.14 Million
0.43% of portfolio
|
Q1 2025
Added 28.66%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
59,620
shares
|
$1.12 Million
1.2% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
57,260
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
57,000
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
55,425
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Added 164.07%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
54,346
shares
|
$1.02 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
|
$999,393
0.08% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
52,850
shares
|
$990,937
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
51,160
shares
|
$959,250
0.51% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
51,013
shares
|
$956,493
0.2% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
47,464
shares
|
$889,950
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
46,763
shares
|
$876,806
0.17% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
46,305
shares
|
$868,218
0.35% of portfolio
|
Q2 2025
Added 6.84%
|