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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
11,157
shares
|
$610,622
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
11,018
shares
|
$603,015
0.0% of portfolio
|
Q1 2025
Added 33.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,900
shares
|
$596,557
0.02% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
10,689
shares
|
$585,008
0.24% of portfolio
|
Q2 2025
Added 39.89%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
10,380
shares
|
$568,097
0.16% of portfolio
|
Q2 2025
Reduced 45.67%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,155
shares
|
$555,783
0.0% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
8,428
shares
|
$461,264
0.02% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
7,887
shares
|
$431,655
0.04% of portfolio
|
Q2 2025
Reduced 58.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
7,775
shares
|
$425,525
0.01% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,428
shares
|
$406,534
0.01% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
7,287
shares
|
$398,817
0.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,147
shares
|
$391,155
0.01% of portfolio
|
Q2 2025
Reduced 20.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,245
shares
|
$341,788
0.0% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,964
shares
|
$326,409
0.09% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,914
shares
|
$323,673
0.02% of portfolio
|
Q2 2025
Reduced 56.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,695
shares
|
$311,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
5,559
shares
|
$304,244
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
5,495
shares
|
$300,741
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,413
shares
|
$296,253
0.0% of portfolio
|
Q3 2025
Reduced 30.72%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,260
shares
|
$287,879
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
4,494
shares
|
$245,956
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,193
shares
|
$229,482
0.0% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,159
shares
|
$227,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
4,043
shares
|
$221,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
4,023
shares
|
$220,178
0.03% of portfolio
|
Q2 2025
Reduced 13.76%
|