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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
134,845
shares
|
$3.05 Million
0.6% of portfolio
|
Q3 2024
Added 79.59%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
133,844
shares
|
$3.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
133,621
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
120,918
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
119,196
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
109,734
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,954
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
103,610
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
103,256
shares
|
$2.34 Million
2.23% of portfolio
|
Q4 2022
Added 1.97%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
102,909
shares
|
$2.33 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
101,836
shares
|
$2.31 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
99,114
shares
|
$2.24 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
96,336
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
91,830
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,695
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.99%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
86,908
shares
|
$1.97 Million
0.67% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
85,928
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
83,734
shares
|
$1.9 Million
1.42% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,232
shares
|
$1.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
78,617
shares
|
$1.78 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
78,161
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
76,267
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Reduced 31.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
71,773
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,527
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
71,133
shares
|
$1.61 Million
0.47% of portfolio
|
Q3 2024
Added 2.36%
|