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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
45,330
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
45,122
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
44,200
shares
|
$1.02 Million
0.69% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
41,461
shares
|
$957,749
0.93% of portfolio
|
Q2 2025
Reduced 40.9%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
40,729
shares
|
$940,839
0.45% of portfolio
|
Q2 2025
Reduced 28.26%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
39,116
shares
|
$903,579
0.15% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
38,127
shares
|
$880,733
0.23% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
36,786
shares
|
$849,756
0.0% of portfolio
|
Q2 2025
Reduced 88.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
34,789
shares
|
$803,625
0.03% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
34,646
shares
|
$800,322
0.21% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
34,194
shares
|
$789,881
0.19% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
33,877
shares
|
$782,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
33,672
shares
|
$777,823
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
32,866
shares
|
$759,204
0.16% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
32,587
shares
|
$752,759
0.02% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
32,505
shares
|
$750,865
0.02% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
31,285
shares
|
$722,683
0.45% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
30,438
shares
|
$703,117
0.02% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
30,055
shares
|
$694,270
0.65% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
29,317
shares
|
$677,222
0.02% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
28,371
shares
|
$655,370
0.01% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
26,017
shares
|
$600,992
0.3% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
25,407
shares
|
$586,901
0.03% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
24,800
shares
|
$572,880
0.05% of portfolio
|
Q1 2025
Reduced 0.8%
|