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 186 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
14,651
shares
|
$338,584
0.1% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
14,082
shares
|
$325,435
0.39% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,001
shares
|
$323,563
0.03% of portfolio
|
Q3 2022
Reduced 3.13%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,902
shares
|
$321,275
0.05% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,881
shares
|
$320,789
0.0% of portfolio
|
Q2 2025
Reduced 62.04%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,707
shares
|
$316,768
0.0% of portfolio
|
Q2 2025
Reduced 55.96%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
13,434
shares
|
$310,459
0.12% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,141
shares
|
$303,688
0.02% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
13,029
shares
|
$301,100
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
12,100
shares
|
$279,631
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
12,012
shares
|
$277,597
0.0% of portfolio
|
Q2 2025
Reduced 42.1%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,690
shares
|
$270,155
0.0% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
11,338
shares
|
$262,021
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
11,255
shares
|
$260,103
0.0% of portfolio
|
Q2 2025
Reduced 54.86%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,228
shares
|
$259,479
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
10,587
shares
|
$244,665
0.01% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
10,500
shares
|
$242,655
0.06% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,082
shares
|
$232,995
0.0% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
9,638
shares
|
$222,734
0.17% of portfolio
|
Q2 2025
Reduced 40.63%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
9,594
shares
|
$221,717
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,207
shares
|
$212,773
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
9,060
shares
|
$209,376
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
6,892
shares
|
$159,274
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,543
shares
|
$151,208
0.01% of portfolio
|
Q2 2025
Reduced 25.19%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
5,568
shares
|
$128,676
0.04% of portfolio
|
Q1 2025
New holding
|