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 69 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 13, 2024 Q2 2024 |
4,532
shares
|
$222,883
0.06% of portfolio
|
Q2 2024
Added 5.86%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
4,253
shares
|
$209,162
0.01% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
4,201
shares
|
$206,605
0.01% of portfolio
|
Q2 2024
Added 205.08%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
3,349
shares
|
$164,703
0.0% of portfolio
|
Q4 2023
Reduced 90.36%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,521
shares
|
$123,982
0.0% of portfolio
|
Q2 2024
Added 0.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,416
shares
|
$118,818
0.0% of portfolio
|
Q2 2024
Added 121.25%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
2,405
shares
|
$118,277
0.01% of portfolio
|
Q1 2024
Added 1.05%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,889
shares
|
$92,901
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
1,000
shares
|
$49,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
940
shares
|
$46,229
0.0% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
373
shares
|
$18,344
0.0% of portfolio
|
Q2 2024
Reduced 38.14%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
335
shares
|
$16,475
0.0% of portfolio
|
Q4 2023
Reduced 39.31%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
236
shares
|
$11,606
0.01% of portfolio
|
Q2 2024
New holding
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
186
shares
|
$9,147
0.01% of portfolio
|
Q2 2024
New holding
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
123
shares
|
$6,049
0.0% of portfolio
|
Q1 2024
Reduced 18.54%
|
|
Russell Investments Group, Ltd.
|
Aug 08, 2024 Q2 2024 |
104
shares
|
$5,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
47
shares
|
$2,311
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$49
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|