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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,960
shares
|
$723,574
0.04% of portfolio
|
Q3 2024
Reduced 21.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
30,026
shares
|
$679,788
0.02% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,998
shares
|
$679,154
0.0% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
29,816
shares
|
$675,034
0.12% of portfolio
|
Q3 2024
Reduced 17.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,784
shares
|
$674,309
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
29,458
shares
|
$666,929
0.01% of portfolio
|
Q3 2024
Added 40.3%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
29,407
shares
|
$665,774
0.03% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
29,049
shares
|
$657,669
0.13% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
27,133
shares
|
$614,291
0.06% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,747
shares
|
$605,552
0.01% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
26,160
shares
|
$592,262
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,164
shares
|
$569,712
0.11% of portfolio
|
Q3 2024
Added 115.37%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
24,015
shares
|
$543,699
0.08% of portfolio
|
Q4 2021
Added 71.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,788
shares
|
$538,560
0.02% of portfolio
|
Q3 2024
Reduced 40.47%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
23,030
shares
|
$521,399
0.22% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
22,952
shares
|
$519,633
0.01% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
22,085
shares
|
$500,004
0.01% of portfolio
|
Q3 2024
Reduced 37.56%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
22,067
shares
|
$499,596
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
21,123
shares
|
$478,224
0.41% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
20,764
shares
|
$470,096
0.04% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,128
shares
|
$455,697
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,920
shares
|
$405,708
0.0% of portfolio
|
Q3 2024
Added 217.51%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
16,708
shares
|
$378,269
0.19% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
16,451
shares
|
$372,450
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,955
shares
|
$361,221
0.01% of portfolio
|
Q2 2024
Reduced 3.65%
|