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 98 institutions that hold shares in the stock, with a total of 7.93 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
4,771
shares
|
$239,551
0.01% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
4,714
shares
|
$236,689
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
4,665
shares
|
$234,229
0.04% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,608
shares
|
$181,157
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,908
shares
|
$146,010
0.0% of portfolio
|
Q1 2025
Reduced 30.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,618
shares
|
$131,449
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,390
shares
|
$120,001
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,235
shares
|
$112,219
0.0% of portfolio
|
Q1 2025
Reduced 49.61%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,615
shares
|
$81,089
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,380
shares
|
$69,289
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
1,305
shares
|
$65,524
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,159
shares
|
$58,193
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
940
shares
|
$47,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
750
shares
|
$37,657
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
673
shares
|
$33,791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
580
shares
|
$29,121
0.0% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
504
shares
|
$25,305
0.0% of portfolio
|
Q1 2025
Added 800.0%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
260
shares
|
$13,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
257
shares
|
$12,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
121
shares
|
$6,075
0.0% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
40
shares
|
$2,008
0.0% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
20
shares
|
$1,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|