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 193 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
111,904
shares
|
$2.59 Million
0.85% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
111,395
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
110,429
shares
|
$2.56 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.32%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
107,818
shares
|
$2.5 Million
1.35% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
107,681
shares
|
$2.49 Million
0.03% of portfolio
|
Q4 2024
Added 163.63%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
104,317
shares
|
$2.42 Million
2.25% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
101,952
shares
|
$2.36 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
100,064
shares
|
$2.32 Million
0.43% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
99,987
shares
|
$2.32 Million
0.62% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
96,224
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
93,496
shares
|
$2.17 Million
0.19% of portfolio
|
Q4 2024
Added 60.15%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
91,498
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
91,269
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Added 337.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
89,438
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 179.34%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
86,828
shares
|
$2.01 Million
1.4% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
85,775
shares
|
$1.99 Million
0.33% of portfolio
|
Q2 2023
Added 137.75%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
84,094
shares
|
$1.95 Million
0.93% of portfolio
|
Q4 2024
Reduced 89.33%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,530
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Added 71.44%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
71,438
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 18.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
70,821
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
68,528
shares
|
$1.59 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
67,997
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 318.52%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
67,078
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
65,015
shares
|
$1.51 Million
0.07% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
63,836
shares
|
$1.48 Million
0.78% of portfolio
|
Q4 2024
Added 463.57%
|