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 91 institutions that hold shares in the stock, with a total of 6.65 Million shares, which have been reported (via 13F filing form) to have a value of $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,259
shares
|
$427,568
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,071
shares
|
$417,835
0.01% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
7,820
shares
|
$404,841
0.08% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
7,778
shares
|
$402,667
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,773
shares
|
$402,408
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,660
shares
|
$396,558
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
7,590
shares
|
$392,934
0.02% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,500
shares
|
$388,275
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,509
shares
|
$336,970
0.08% of portfolio
|
Q4 2024
Added 11.3%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
6,375
shares
|
$330,033
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
5,950
shares
|
$308,031
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
5,696
shares
|
$294,881
0.08% of portfolio
|
Q4 2024
Reduced 13.22%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,639
shares
|
$291,931
0.05% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
5,495
shares
|
$284,476
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
5,389
shares
|
$278,988
0.09% of portfolio
|
Q4 2024
Added 15.52%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
5,260
shares
|
$272,310
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
4,996
shares
|
$258,642
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
4,948
shares
|
$256,157
0.05% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,759
shares
|
$246,373
0.0% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,570
shares
|
$236,588
0.01% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
4,435
shares
|
$229,599
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,317
shares
|
$223,491
0.01% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,180
shares
|
$216,398
0.0% of portfolio
|
Q4 2024
Added 417900.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
3,608
shares
|
$186,786
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,827
shares
|
$146,353
0.0% of portfolio
|
Q3 2024
Added 49.66%
|