Institutional Ownership Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 5.79 Million shares, which have been reported (via 13F filing form) to have a value of $299 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
975,675
shares
|
$50.9 Million
0.02% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
538,086
shares
|
$28.1 Million
2.97% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
442,894
shares
|
$23.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
432,798
shares
|
$22.6 Million
3.14% of portfolio
|
Q3 2024
Added 20.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
294,406
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 188.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
288,549
shares
|
$15 Million
0.01% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
247,353
shares
|
$12.9 Million
1.79% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$12.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
215,822
shares
|
$11.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
201,454
shares
|
$10.5 Million
3.91% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
119,585
shares
|
$6.23 Million
1.05% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
117,897
shares
|
$6.15 Million
0.13% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
114,593
shares
|
$5.97 Million
0.37% of portfolio
|
Q3 2024
Added 53.64%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.77 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
110,730
shares
|
$5.77 Million
0.02% of portfolio
|
Q3 2024
Added 41.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
105,892
shares
|
$5.52 Million
0.03% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
98,122
shares
|
$5.12 Million
1.97% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
83,802
shares
|
$4.37 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
83,377
shares
|
$4.35 Million
1.71% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
83,249
shares
|
$4.34 Million
1.51% of portfolio
|
Q3 2024
Added 30.61%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
80,037
shares
|
$4.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
79,122
shares
|
$4.12 Million
0.15% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$4.06 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,417
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Added 25.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
60,239
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2024
Reduced 98.01%
|