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 187 institutions that hold shares in the stock, with a total of 27 Million shares, which have been reported (via 13F filing form) to have a value of $624 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
49,304
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2024
Reduced 18.95%
|
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
48,774
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
45,209
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
45,191
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
River Street Advisors LLC
Aurora, IL |
Aug 13, 2024 Q2 2024 |
45,066
shares
|
$1.04 Million
0.63% of portfolio
|
Q2 2024
Added 12.1%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
41,863
shares
|
$966,198
0.07% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 12, 2024 Q2 2024 |
41,734
shares
|
$963,220
0.26% of portfolio
|
Q2 2024
Reduced 6.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
41,156
shares
|
$949,880
0.0% of portfolio
|
Q3 2024
Added 315.97%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
41,126
shares
|
$949,188
0.65% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
40,746
shares
|
$940,417
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
40,256
shares
|
$929,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
37,506
shares
|
$865,638
0.0% of portfolio
|
Q2 2024
Reduced 43.6%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
36,562
shares
|
$843,850
0.02% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
36,078
shares
|
$832,680
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
35,867
shares
|
$827,810
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
35,802
shares
|
$826,310
0.47% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
35,477
shares
|
$818,809
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
34,900
shares
|
$805,491
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
33,612
shares
|
$775,764
0.15% of portfolio
|
Q3 2024
Added 69.44%
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
33,558
shares
|
$774,518
0.13% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
32,681
shares
|
$754,277
0.01% of portfolio
|
Q3 2024
Added 55.17%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
29,728
shares
|
$686,122
0.0% of portfolio
|
Q4 2023
Added 42.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
29,650
shares
|
$684,322
0.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
29,264
shares
|
$675,413
0.04% of portfolio
|
Q2 2024
Added 21.38%
|