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 92 institutions that hold shares in the stock, with a total of 6.66 Million shares, which have been reported (via 13F filing form) to have a value of $331 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
|
$3.87 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
65,761
shares
|
$3.27 Million
0.09% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
61,331
shares
|
$3.05 Million
0.01% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
47,841
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
37,388
shares
|
$1.86 Million
0.01% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
36,883
shares
|
$1.84 Million
0.43% of portfolio
|
Q4 2024
Added 40.41%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
36,852
shares
|
$1.83 Million
2.99% of portfolio
|
Q4 2024
Added 33.66%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
34,254
shares
|
$1.71 Million
0.66% of portfolio
|
Q4 2024
Reduced 58.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
33,157
shares
|
$1.65 Million
0.08% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,301
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
27,465
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
23,080
shares
|
$1.15 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,511
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
19,334
shares
|
$962,446
0.82% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,846
shares
|
$838,593
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
16,618
shares
|
$827,244
0.04% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
13,156
shares
|
$654,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
12,988
shares
|
$646,542
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
12,508
shares
|
$622,648
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
11,143
shares
|
$554,698
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
10,636
shares
|
$529,460
0.07% of portfolio
|
Q2 2023
Added 5.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,518
shares
|
$523,586
0.0% of portfolio
|
Q4 2024
Added 38.69%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,003
shares
|
$497,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,620
shares
|
$478,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
8,294
shares
|
$412,875
0.15% of portfolio
|
Q4 2024
Added 0.39%
|