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 103 institutions that hold shares in the stock, with a total of 8.03 Million shares, which have been reported (via 13F filing form) to have a value of $449 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,058
shares
|
$226,963
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
4,051
shares
|
$226,572
0.03% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,966
shares
|
$221,818
0.0% of portfolio
|
Q3 2025
Reduced 64.0%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,905
shares
|
$218,406
0.0% of portfolio
|
Q2 2025
Reduced 17.16%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,877
shares
|
$216,840
0.01% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,630
shares
|
$203,025
0.03% of portfolio
|
Q3 2025
Reduced 72.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,999
shares
|
$167,734
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,390
shares
|
$133,672
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,235
shares
|
$125,003
0.0% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,615
shares
|
$90,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,490
shares
|
$83,335
0.0% of portfolio
|
Q3 2025
Added 9.56%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
1,305
shares
|
$72,988
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,232
shares
|
$68,905
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,090
shares
|
$60,963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
940
shares
|
$52,574
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
750
shares
|
$41,947
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
737
shares
|
$41,220
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
646
shares
|
$36,130
0.0% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
549
shares
|
$30,705
0.0% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
493
shares
|
$27,573
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
410
shares
|
$22,931
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
291
shares
|
$16,275
0.0% of portfolio
|
Q2 2025
Reduced 42.26%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
260
shares
|
$14,541
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
23
shares
|
$1,286
0.0% of portfolio
|
Q3 2025
Reduced 34.29%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$167
0.0% of portfolio
|
Q2 2025
New holding
|
|