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 96 institutions that hold shares in the stock, with a total of 7.95 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,296,065
shares
|
$67.7 Million
0.03% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
684,623
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Added 81.19%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
607,884
shares
|
$31.7 Million
5.68% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
553,625
shares
|
$28.9 Million
4.37% of portfolio
|
Q2 2025
Added 42.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
476,726
shares
|
$24.9 Million
0.06% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
273,733
shares
|
$14.3 Million
4.37% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
265,874
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
252,259
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
251,789
shares
|
$13.1 Million
0.06% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
236,620
shares
|
$12.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
226,139
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
208,138
shares
|
$10.9 Million
3.91% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
170,065
shares
|
$8.88 Million
7.58% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
131,010
shares
|
$6.84 Million
2.5% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
121,278
shares
|
$6.33 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
120,660
shares
|
$6.3 Million
0.33% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
115,203
shares
|
$6.01 Million
0.11% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.78 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
94,840
shares
|
$4.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
93,287
shares
|
$4.87 Million
2.62% of portfolio
|
Q1 2025
Reduced 15.19%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
92,919
shares
|
$4.85 Million
0.16% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
86,886
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
80,063
shares
|
$4.18 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$4.06 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|