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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,148
shares
|
$551,771
0.06% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
28,878
shares
|
$546,660
0.25% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
28,851
shares
|
$546,149
0.08% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
28,171
shares
|
$533,277
0.15% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
28,100
shares
|
$531,933
0.08% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
28,086
shares
|
$531,667
0.21% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
27,881
shares
|
$527,787
0.24% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
27,500
shares
|
$520,575
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
25,349
shares
|
$479,856
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,171
shares
|
$476,487
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
24,910
shares
|
$471,546
0.11% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$469,369
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,364
shares
|
$461,210
0.0% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
23,980
shares
|
$453,941
0.37% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,973
shares
|
$453,808
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
23,516
shares
|
$445,157
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
23,401
shares
|
$442,980
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
22,730
shares
|
$430,278
0.26% of portfolio
|
Q2 2025
Added 40.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,584
shares
|
$427,515
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
22,549
shares
|
$426,852
0.32% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,115
shares
|
$418,636
0.05% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
21,648
shares
|
$409,796
0.09% of portfolio
|
Q2 2025
Added 55.99%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
21,398
shares
|
$405,064
0.07% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
20,984
shares
|
$397,227
0.08% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
20,845
shares
|
$394,595
0.27% of portfolio
|
Q1 2025
Added 95.73%
|