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 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $594 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
56,776
shares
|
$1.31 Million
0.69% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
54,339
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 25.59%
|
|
|
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 |
Apr 16, 2025 Q1 2025 |
50,942
shares
|
$1.18 Million
0.67% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
47,216
shares
|
$1.09 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
46,935
shares
|
$1.08 Million
0.81% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
46,459
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.42%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
46,186
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
45,761
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
45,531
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2025
Reduced 68.54%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
38,247
shares
|
$882,740
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
37,623
shares
|
$868,338
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
36,564
shares
|
$843,897
0.01% of portfolio
|
Q1 2025
Added 169.37%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
35,480
shares
|
$818,878
0.03% of portfolio
|
Q1 2025
Reduced 35.82%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
34,900
shares
|
$805,491
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
34,896
shares
|
$805,399
0.14% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
34,829
shares
|
$803,853
0.21% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
34,648
shares
|
$799,675
0.2% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
34,306
shares
|
$791,782
0.23% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
33,672
shares
|
$777,149
0.0% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
33,570
shares
|
$774,795
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
31,717
shares
|
$732,028
0.02% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
31,238
shares
|
$720,973
0.48% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
31,125
shares
|
$718,365
0.0% of portfolio
|
Q1 2025
Reduced 25.16%
|