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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
69,390
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2024
Added 46.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
67,620
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
65,411
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
61,124
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
61,012
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
59,422
shares
|
$1.34 Million
0.12% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,496
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
55,928
shares
|
$1.27 Million
0.87% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
55,487
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
48,115
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
47,252
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
45,457
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
44,685
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2022
Added 14.36%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
43,902
shares
|
$993,502
0.56% of portfolio
|
Q3 2024
Reduced 47.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
43,863
shares
|
$992,619
0.06% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
39,118
shares
|
$885,240
0.0% of portfolio
|
Q4 2023
Added 29.38%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
36,205
shares
|
$819,319
0.02% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
36,180
shares
|
$818,753
0.52% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
36,140
shares
|
$817,848
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
35,119
shares
|
$794,742
0.0% of portfolio
|
Q3 2024
Added 64.4%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
34,154
shares
|
$772,905
0.17% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
34,152
shares
|
$772,859
0.0% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
33,224
shares
|
$751,859
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
32,564
shares
|
$736,923
0.16% of portfolio
|
Q3 2024
Reduced 59.51%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
32,235
shares
|
$729,478
0.21% of portfolio
|
Q3 2024
Added 52.23%
|