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 99 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $438 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$4.26 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,757
shares
|
$3.82 Million
0.01% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
66,181
shares
|
$3.62 Million
3.18% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
62,587
shares
|
$3.43 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
58,901
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2025
Added 85.3%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
47,630
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 22.93%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
44,622
shares
|
$2.44 Million
1.73% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
34,552
shares
|
$1.89 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
33,948
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
32,196
shares
|
$1.76 Million
3.13% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
31,331
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
28,893
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
28,664
shares
|
$1.57 Million
0.32% of portfolio
|
Q2 2025
Reduced 73.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
27,160
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.29%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
26,395
shares
|
$1.44 Million
0.22% of portfolio
|
Q2 2025
Added 71.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,536
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 226.89%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
21,232
shares
|
$1.16 Million
0.95% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,011
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
18,789
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 79.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
16,777
shares
|
$918,205
0.0% of portfolio
|
Q2 2025
Reduced 73.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
15,981
shares
|
$874,640
0.01% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,530
shares
|
$795,226
0.0% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
14,367
shares
|
$786,305
0.07% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,828
shares
|
$756,806
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
12,944
shares
|
$708,425
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|