Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO). We have compiled data on the 157 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $341 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
1,721,843
shares
|
$39 Million
7.16% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,067,793
shares
|
$24.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
753,454
shares
|
$17.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
633,868
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
630,600
shares
|
$14.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
576,131
shares
|
$13 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
441,953
shares
|
$10 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
436,437
shares
|
$9.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
434,612
shares
|
$9.84 Million
1.94% of portfolio
|
Q1 2023
Added 32.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
412,337
shares
|
$9.33 Million
2.1% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
394,339
shares
|
$8.92 Million
0.32% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
349,850
shares
|
$7.92 Million
0.54% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
331,044
shares
|
$7.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 19.27%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
278,130
shares
|
$6.29 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
218,021
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
213,132
shares
|
$4.82 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
208,536
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
188,015
shares
|
$4.25 Million
0.0% of portfolio
|
Q3 2024
Added 81.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
183,126
shares
|
$4.14 Million
0.0% of portfolio
|
Q3 2024
Added 139.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
179,020
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,899
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
163,463
shares
|
$3.7 Million
3.24% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
157,026
shares
|
$3.55 Million
1.34% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
139,780
shares
|
$3.16 Million
1.13% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
138,794
shares
|
$3.14 Million
0.21% of portfolio
|
Q4 2023
Added 16.45%
|