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 |
---|---|---|---|---|---|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
11,600
shares
|
$264,016
0.02% of portfolio
|
Q1 2021
New holding
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
10,500
shares
|
$238,980
0.02% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,104
shares
|
$229,967
0.0% of portfolio
|
Q2 2024
Added 2.16%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
9,895
shares
|
$225,210
0.02% of portfolio
|
Q2 2024
Added 60.37%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,032
shares
|
$205,568
0.0% of portfolio
|
Q2 2024
Reduced 80.56%
|
|
Ti Trust, Inc
|
Jul 26, 2024 Q2 2024 |
8,940
shares
|
$203,474
0.16% of portfolio
|
Q1 2023
New holding
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
8,850
shares
|
$201,426
0.09% of portfolio
|
Q4 2023
Added 39.37%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,953
shares
|
$181,010
0.16% of portfolio
|
Q4 2023
Added 0.09%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
7,568
shares
|
$172,247
0.01% of portfolio
|
Q2 2024
Reduced 89.64%
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
6,146
shares
|
$139,882
0.09% of portfolio
|
Q2 2024
Added 166.29%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
5,733
shares
|
$130,483
0.01% of portfolio
|
Q4 2022
Added 213.45%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
5,644
shares
|
$128,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atwood & Palmer Inc
|
Jul 10, 2024 Q2 2024 |
5,250
shares
|
$119,490
0.01% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,182
shares
|
$117,942
0.0% of portfolio
|
Q2 2024
Reduced 37.98%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
4,495
shares
|
$102,306
0.0% of portfolio
|
Q2 2024
Added 0.49%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
3,548
shares
|
$80,752
0.02% of portfolio
|
Q2 2024
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
3,445
shares
|
$78,408
0.03% of portfolio
|
Q2 2024
Added 594.56%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
2,768
shares
|
$62,999
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$62,590
0.03% of portfolio
|
Q2 2024
New holding
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
2,110
shares
|
$48,023
0.0% of portfolio
|
Q2 2024
Reduced 99.54%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,970
shares
|
$44,837
0.0% of portfolio
|
Q1 2022
Reduced 20.24%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
1,695
shares
|
$38,578
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,504
shares
|
$34,231
0.0% of portfolio
|
Q2 2024
Added 150.25%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,175
shares
|
$26,743
0.01% of portfolio
|
Q3 2021
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,093
shares
|
$24,876
0.0% of portfolio
|
Q1 2024
Added 0.18%
|