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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,957
shares
|
$216,566
0.01% of portfolio
|
Q2 2025
Reduced 51.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,905
shares
|
$213,720
0.0% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,877
shares
|
$212,188
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,630
shares
|
$198,669
0.03% of portfolio
|
Q3 2025
Reduced 72.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,995
shares
|
$163,916
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
2,390
shares
|
$130,804
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,235
shares
|
$122,321
0.0% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,615
shares
|
$88,388
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,360
shares
|
$74,432
0.0% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
1,305
shares
|
$71,422
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,164
shares
|
$63,705
0.0% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
940
shares
|
$51,446
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
750
shares
|
$41,047
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
673
shares
|
$36,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
548
shares
|
$29,992
0.0% of portfolio
|
Q2 2025
Reduced 5.52%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
493
shares
|
$26,981
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
291
shares
|
$15,926
0.0% of portfolio
|
Q2 2025
Reduced 42.26%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
260
shares
|
$14,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
23
shares
|
$1,258
0.0% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$1,094
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$164
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q2 2025
Reduced 99.97%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|