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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,109
shares
|
$233,315
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
9,561
shares
|
$220,667
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
9,207
shares
|
$212,497
0.06% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
9,060
shares
|
$209,104
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8,746
shares
|
$201,857
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
8,150
shares
|
$188,102
0.0% of portfolio
|
Q1 2025
Reduced 51.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,892
shares
|
$159,067
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,568
shares
|
$128,509
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,195
shares
|
$119,900
0.0% of portfolio
|
Q1 2025
Added 57.66%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,754
shares
|
$109,722
0.1% of portfolio
|
Q4 2023
Added 0.19%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,591
shares
|
$105,960
0.0% of portfolio
|
Q1 2025
Added 89.24%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,298
shares
|
$99,197
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,239
shares
|
$97,836
0.0% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,916
shares
|
$90,381
0.0% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,757
shares
|
$63,631
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$63,469
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,320
shares
|
$53,545
0.0% of portfolio
|
Q2 2024
Added 25.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
2,046
shares
|
$47,221
0.0% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
2,000
shares
|
$46,160
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,833
shares
|
$42,305
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
1,718
shares
|
$39,651
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,550
shares
|
$35,774
0.0% of portfolio
|
Q4 2024
Reduced 74.8%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,509
shares
|
$34,827
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,500
shares
|
$34,620
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,285
shares
|
$29,657
0.0% of portfolio
|
Q1 2025
Reduced 52.81%
|