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 165 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mirador Capital Partners LP
|
Jul 12, 2024 Q2 2024 |
3,431,507
shares
|
$78.2 Million
14.78% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,269,697
shares
|
$28.9 Million
0.0% of portfolio
|
Q1 2024
Added 33.89%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
769,208
shares
|
$17.5 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
653,884
shares
|
$14.9 Million
0.01% of portfolio
|
Q2 2024
Added 2.12%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
622,219
shares
|
$14.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
588,200
shares
|
$13.4 Million
0.12% of portfolio
|
Q2 2024
Added 1.18%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
576,331
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.53%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
500,177
shares
|
$11.4 Million
0.8% of portfolio
|
Q2 2024
Added 0.15%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
481,572
shares
|
$11 Million
2.74% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
439,812
shares
|
$10 Million
0.05% of portfolio
|
Q2 2024
Added 1.76%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
434,612
shares
|
$9.9 Million
1.94% of portfolio
|
Q1 2023
Added 32.86%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
410,061
shares
|
$9.34 Million
0.13% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
398,487
shares
|
$9.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jul 15, 2024 Q2 2024 |
394,430
shares
|
$8.99 Million
10.54% of portfolio
|
Q2 2024
New holding
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
350,920
shares
|
$7.99 Million
0.32% of portfolio
|
Q2 2024
Added 6.48%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
334,384
shares
|
$7.62 Million
2.26% of portfolio
|
Q2 2024
Reduced 25.13%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
318,257
shares
|
$7.25 Million
0.32% of portfolio
|
Q2 2024
Added 0.43%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
297,060
shares
|
$6.77 Million
1.69% of portfolio
|
Q2 2024
Added 160.8%
|
|
Kaye Capital Management
El Segundo, CA |
Jul 22, 2024 Q2 2024 |
279,897
shares
|
$6.38 Million
2.89% of portfolio
|
Q2 2024
Added 1.02%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
258,948
shares
|
$5.9 Million
1.32% of portfolio
|
Q2 2024
Reduced 29.67%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
228,167
shares
|
$5.2 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
209,800
shares
|
$4.78 Million
0.23% of portfolio
|
Q3 2023
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
182,864
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
180,555
shares
|
$4.11 Million
0.01% of portfolio
|
Q2 2024
Added 23.01%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 08, 2024 Q2 2024 |
177,305
shares
|
$4.04 Million
3.7% of portfolio
|
Q2 2024
Reduced 3.2%
|