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 |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
28,086
shares
|
$526,612
0.21% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,992
shares
|
$524,850
0.22% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
27,500
shares
|
$515,625
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
27,449
shares
|
$514,668
0.13% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
25,349
shares
|
$475,293
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,171
shares
|
$471,956
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$464,906
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,364
shares
|
$456,825
0.0% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
23,980
shares
|
$449,625
0.37% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,973
shares
|
$449,493
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
23,516
shares
|
$440,925
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
23,401
shares
|
$438,768
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
22,730
shares
|
$426,187
0.26% of portfolio
|
Q2 2025
Added 40.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,584
shares
|
$423,450
0.0% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
22,549
shares
|
$422,793
0.32% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
21,648
shares
|
$405,900
0.11% of portfolio
|
Q2 2025
Added 55.99%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
21,629
shares
|
$405,543
0.05% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
21,398
shares
|
$401,212
0.08% of portfolio
|
Q2 2025
Reduced 21.2%
|
|
|
Goodman Financial Corp
Houston, TX |
Aug 11, 2025 Q2 2025 |
20,984
shares
|
$393,450
0.08% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
20,845
shares
|
$390,843
0.27% of portfolio
|
Q1 2025
Added 95.73%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
20,386
shares
|
$382,237
0.02% of portfolio
|
Q2 2025
Added 56.55%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
20,014
shares
|
$375,262
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
19,958
shares
|
$374,212
0.1% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
19,664
shares
|
$368,700
0.09% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,328
shares
|
$362,400
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|