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 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
18,607
shares
|
$431,124
0.19% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
17,643
shares
|
$408,788
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
17,344
shares
|
$401,860
0.18% of portfolio
|
Q4 2024
Added 48.8%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
17,339
shares
|
$401,744
0.04% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
17,127
shares
|
$396,832
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
16,868
shares
|
$390,831
0.3% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
16,850
shares
|
$390,414
0.0% of portfolio
|
Q4 2024
Added 33.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
15,949
shares
|
$369,538
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
15,820
shares
|
$366,549
0.2% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
14,206
shares
|
$329,153
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,001
shares
|
$324,403
0.03% of portfolio
|
Q3 2022
Reduced 3.13%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
13,908
shares
|
$322,248
0.1% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
13,902
shares
|
$322,109
0.06% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
13,574
shares
|
$314,509
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,950
shares
|
$300,051
0.01% of portfolio
|
Q4 2024
Reduced 76.08%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
12,815
shares
|
$296,923
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,785
shares
|
$296,228
0.17% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
12,100
shares
|
$280,357
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
11,926
shares
|
$276,325
0.01% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
11,544
shares
|
$267,474
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
11,338
shares
|
$262,701
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
10,816
shares
|
$250,606
0.02% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,007
shares
|
$231,862
0.0% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
9,960
shares
|
$230,773
0.02% of portfolio
|
Q4 2024
Reduced 20.64%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
9,080
shares
|
$210,383
0.07% of portfolio
|
Q4 2024
New holding
|