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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
41,684
shares
|
$773,655
0.02% of portfolio
|
Q1 2025
Added 45.99%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
40,614
shares
|
$753,795
0.38% of portfolio
|
Q1 2025
Added 191.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40,047
shares
|
$743,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
38,233
shares
|
$709,604
0.47% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
37,000
shares
|
$686,720
0.13% of portfolio
|
Q1 2025
Added 236.36%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
35,852
shares
|
$665,413
0.52% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,216
shares
|
$653,608
0.03% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
34,648
shares
|
$643,066
0.0% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,332
shares
|
$618,641
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
33,111
shares
|
$614,540
0.01% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
32,958
shares
|
$611,700
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
32,674
shares
|
$606,429
0.01% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,681
shares
|
$587,999
0.01% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
30,730
shares
|
$570,348
0.0% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
30,514
shares
|
$566,339
0.34% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,148
shares
|
$540,986
0.06% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
28,171
shares
|
$522,853
0.15% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
27,500
shares
|
$510,399
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
27,154
shares
|
$503,978
0.1% of portfolio
|
Q1 2024
Added 58.3%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
25,929
shares
|
$481,242
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
25,533
shares
|
$473,892
0.03% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
25,349
shares
|
$470,477
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,171
shares
|
$467,173
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$460,195
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
23,909
shares
|
$443,751
0.12% of portfolio
|
Q1 2025
Added 62.66%
|