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 103 institutions that hold shares in the stock, with a total of 8.03 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,517,161
shares
|
$84.9 Million
0.03% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
772,489
shares
|
$43.2 Million
0.01% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
657,759
shares
|
$36.8 Million
5.13% of portfolio
|
Q3 2025
Added 18.81%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
625,584
shares
|
$35 Million
0.1% of portfolio
|
Q3 2025
Added 44648.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
482,271
shares
|
$27 Million
0.04% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
259,150
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
249,167
shares
|
$13.9 Million
0.07% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$13.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
241,858
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
224,747
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
196,574
shares
|
$11 Million
3.39% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Oct 20, 2025 Q3 2025 |
169,437
shares
|
$9.48 Million
7.59% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
151,880
shares
|
$8.49 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
136,118
shares
|
$7.61 Million
1.03% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
128,786
shares
|
$7.2 Million
2.41% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
126,560
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
126,155
shares
|
$7.06 Million
3.47% of portfolio
|
Q3 2025
Added 20.23%
|
|
|
Berkeley, Inc
Boise, ID |
Oct 30, 2025 Q3 2025 |
116,406
shares
|
$6.51 Million
2.07% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$6.2 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
105,478
shares
|
$5.9 Million
0.15% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
94,213
shares
|
$5.27 Million
0.22% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
89,857
shares
|
$5.03 Million
0.01% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$4.35 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
74,597
shares
|
$4.17 Million
1.53% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
74,367
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2025
Added 56.13%
|
|