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 |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
29,021
shares
|
$669,804
0.26% of portfolio
|
Q2 2024
Reduced 11.24%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
28,451
shares
|
$656,649
0.27% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Shufro Rose & CO LLC
|
Aug 13, 2024 Q2 2024 |
28,434
shares
|
$656,256
0.05% of portfolio
|
Q2 2024
Added 0.51%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
26,305
shares
|
$607,119
0.0% of portfolio
|
Q2 2024
Added 21.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
26,215
shares
|
$605,042
0.01% of portfolio
|
Q2 2024
Reduced 70.33%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
25,414
shares
|
$586,555
0.32% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
25,355
shares
|
$585,193
0.03% of portfolio
|
Q2 2024
Added 7.66%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
25,026
shares
|
$577,600
0.25% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
24,282
shares
|
$560,428
0.02% of portfolio
|
Q3 2024
Added 112.07%
|
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
24,253
shares
|
$559,759
0.05% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
22,992
shares
|
$530,655
0.0% of portfolio
|
Q3 2024
Reduced 83.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
22,317
shares
|
$515,076
0.02% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
21,819
shares
|
$503,582
0.32% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
21,710
shares
|
$501,066
0.06% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
20,881
shares
|
$481,933
0.02% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
19,380
shares
|
$447,290
0.0% of portfolio
|
Q2 2024
Added 393.26%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
19,335
shares
|
$446,251
0.23% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,479
shares
|
$426,495
0.1% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
18,403
shares
|
$424,741
0.22% of portfolio
|
Q2 2024
Added 12.8%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
17,064
shares
|
$393,837
0.03% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
16,810
shares
|
$387,974
0.02% of portfolio
|
Q2 2024
Reduced 81.35%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,247
shares
|
$374,980
0.01% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
15,999
shares
|
$369,256
0.05% of portfolio
|
Q2 2024
Added 7.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,806
shares
|
$364,802
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
15,453
shares
|
$356,655
0.29% of portfolio
|
Q2 2024
Reduced 48.61%
|