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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
20,014
shares
|
$378,865
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
19,664
shares
|
$372,239
0.09% of portfolio
|
Q2 2025
Added 24.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,328
shares
|
$365,879
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,196
shares
|
$363,380
0.01% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
19,074
shares
|
$361,070
0.01% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
18,915
shares
|
$358,060
0.15% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,900
shares
|
$357,777
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
18,863
shares
|
$357,076
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
17,753
shares
|
$336,064
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
17,550
shares
|
$332,221
0.07% of portfolio
|
Q2 2025
Added 50.77%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
17,329
shares
|
$328,037
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
17,049
shares
|
$322,737
0.01% of portfolio
|
Q2 2025
Reduced 81.06%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,758
shares
|
$317,228
0.11% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,742
shares
|
$316,926
0.16% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
16,628
shares
|
$314,768
0.09% of portfolio
|
Q2 2025
Added 51.76%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
16,573
shares
|
$313,726
0.02% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
16,364
shares
|
$309,770
0.01% of portfolio
|
Q1 2025
Added 49.94%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,220
shares
|
$307,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
16,044
shares
|
$303,712
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
15,747
shares
|
$298,090
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
15,654
shares
|
$296,330
0.05% of portfolio
|
Q3 2025
Added 347.38%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
15,586
shares
|
$295,042
0.03% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
15,471
shares
|
$292,866
0.01% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
15,202
shares
|
$287,773
0.08% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,985
shares
|
$283,666
0.0% of portfolio
|
Q3 2025
Added 43.62%
|