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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,174
shares
|
$27,095
0.0% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
1,085
shares
|
$25,041
0.01% of portfolio
|
Q3 2024
Reduced 98.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,075
shares
|
$24,810
0.0% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
986
shares
|
$22,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
669
shares
|
$15,440
0.0% of portfolio
|
Q1 2025
Reduced 54.43%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
484
shares
|
$11,170
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
449
shares
|
$10,362
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
285
shares
|
$6,577
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
250
shares
|
$5,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
175
shares
|
$4,038
0.0% of portfolio
|
Q4 2024
Reduced 58.82%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
166
shares
|
$3,831
0.0% of portfolio
|
Q2 2023
Reduced 90.58%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
103
shares
|
$2,377
0.0% of portfolio
|
Q1 2025
Reduced 66.34%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
102
shares
|
$2,354
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
99
shares
|
$2,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
97
shares
|
$2,238
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
27
shares
|
$623
0.0% of portfolio
|
Q2 2024
Reduced 88.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|