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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,766
shares
|
$356,784
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15,670
shares
|
$354,612
0.15% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,509
shares
|
$350,968
0.27% of portfolio
|
Q2 2024
Reduced 48.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
15,414
shares
|
$348,818
0.01% of portfolio
|
Q3 2024
Reduced 42.47%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,083
shares
|
$341,328
0.01% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$332,412
0.29% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,635
shares
|
$331,190
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,533
shares
|
$328,881
0.02% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,066
shares
|
$318,313
0.03% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
13,980
shares
|
$316,367
0.04% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,887
shares
|
$314,262
0.03% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
13,571
shares
|
$307,111
0.17% of portfolio
|
Q3 2024
Reduced 60.81%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,083
shares
|
$296,068
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,066
shares
|
$295,683
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,430
shares
|
$281,290
0.02% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,147
shares
|
$274,886
0.0% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
12,094
shares
|
$273,687
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
12,033
shares
|
$272,306
0.04% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,003
shares
|
$271,627
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,738
shares
|
$265,630
0.01% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
11,498
shares
|
$260,199
0.01% of portfolio
|
Q3 2024
Reduced 38.77%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,074
shares
|
$250,604
0.15% of portfolio
|
Q3 2024
Added 80.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,625
shares
|
$240,443
0.0% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,500
shares
|
$237,615
0.02% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,060
shares
|
$227,657
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|