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 129 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
16,860
shares
|
$389,297
0.03% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
16,670
shares
|
$384,910
0.02% of portfolio
|
Q3 2025
Reduced 34.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
16,228
shares
|
$374,704
0.17% of portfolio
|
Q3 2025
Reduced 5.29%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
16,175
shares
|
$373,480
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
15,398
shares
|
$355,539
0.25% of portfolio
|
Q3 2025
Reduced 62.86%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,321
shares
|
$353,761
0.02% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,010
shares
|
$346,580
0.0% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
14,083
shares
|
$325,176
0.21% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,001
shares
|
$323,283
0.03% of portfolio
|
Q3 2022
Reduced 3.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,603
shares
|
$314,093
0.0% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
13,309
shares
|
$307,304
0.0% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,141
shares
|
$303,425
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
12,831
shares
|
$296,267
0.14% of portfolio
|
Q3 2025
Reduced 44.96%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
12,052
shares
|
$278,280
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,913
shares
|
$275,071
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,902
shares
|
$274,817
0.04% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
11,667
shares
|
$269,391
0.0% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
11,338
shares
|
$261,794
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Nov 06, 2025 Q3 2025 |
11,065
shares
|
$255,490
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,597
shares
|
$244,684
0.0% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,082
shares
|
$232,793
0.0% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,720
shares
|
$224,434
0.04% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,207
shares
|
$212,589
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
9,139
shares
|
$211,019
0.0% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
8,860
shares
|
$204,577
0.06% of portfolio
|
Q3 2025
New holding
|
|