Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 23.8 Million shares, which have been reported (via 13F filing form) to have a value of $551 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
104,317
shares
|
$2.41 Million
2.25% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
102,710
shares
|
$2.37 Million
0.42% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100,318
shares
|
$2.32 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
94,963
shares
|
$2.19 Million
0.82% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
93,718
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
89,226
shares
|
$2.06 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
85,500
shares
|
$1.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
82,883
shares
|
$1.91 Million
0.35% of portfolio
|
Q2 2025
Reduced 49.15%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
80,329
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
75,348
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
73,467
shares
|
$1.7 Million
0.54% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
71,123
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
69,407
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
66,419
shares
|
$1.53 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
66,064
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
65,038
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 429.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
64,492
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
61,973
shares
|
$1.43 Million
0.47% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
59,366
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
55,384
shares
|
$1.28 Million
0.33% of portfolio
|
Q2 2025
Added 17.3%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
54,756
shares
|
$1.26 Million
0.28% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
54,163
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
51,303
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
46,267
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
45,937
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|