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 |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
46,239
shares
|
$866,981
0.3% of portfolio
|
Q2 2025
Reduced 15.33%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
46,038
shares
|
$863,212
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
46,029
shares
|
$863,043
0.03% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
44,830
shares
|
$840,562
0.14% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
42,754
shares
|
$801,637
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
42,292
shares
|
$792,975
0.02% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
41,207
shares
|
$772,631
0.34% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
40,186
shares
|
$753,487
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
39,660
shares
|
$743,625
0.0% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
39,228
shares
|
$735,525
0.41% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
38,962
shares
|
$730,537
0.5% of portfolio
|
Q2 2025
Added 8.67%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
37,000
shares
|
$693,750
0.13% of portfolio
|
Q1 2025
Added 236.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
36,162
shares
|
$678,037
0.04% of portfolio
|
Q2 2025
Added 41.63%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
34,773
shares
|
$651,993
0.02% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,910
shares
|
$635,812
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
33,332
shares
|
$624,975
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
33,245
shares
|
$623,343
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
31,805
shares
|
$596,343
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
31,279
shares
|
$586,481
0.41% of portfolio
|
Q2 2025
Added 85.41%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
29,295
shares
|
$549,281
0.25% of portfolio
|
Q2 2025
Added 68.15%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,148
shares
|
$546,525
0.06% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
28,878
shares
|
$541,462
0.25% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,234
shares
|
$529,387
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
28,171
shares
|
$528,206
0.15% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
28,100
shares
|
$526,875
0.08% of portfolio
|
Q2 2025
Added 8.37%
|