Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO). We have compiled data on the 378 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
31,522,171
shares
|
$665 Million
3.72% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
4,206,865
shares
|
$88.8 Million
0.05% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,046,441
shares
|
$85.4 Million
5.29% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
4,009,014
shares
|
$84.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,788,424
shares
|
$80 Million
0.02% of portfolio
|
Q2 2024
Reduced 32.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,539,695
shares
|
$74.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
2,094,800
shares
|
$44.2 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
1,741,954
shares
|
$36.8 Million
0.01% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,717,305
shares
|
$36.3 Million
2.48% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
1,499,515
shares
|
$31.7 Million
2.93% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,351,668
shares
|
$28.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,256,788
shares
|
$26.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 39.21%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,247,335
shares
|
$26.3 Million
2.35% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,202,934
shares
|
$25.4 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
1,159,330
shares
|
$24.5 Million
0.06% of portfolio
|
Q2 2024
Reduced 23.61%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
1,065,353
shares
|
$22.5 Million
9.82% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Aug 09, 2024 Q2 2024 |
989,130
shares
|
$20.9 Million
16.03% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Sns Financial Group, LLC
|
Jul 25, 2024 Q2 2024 |
929,480
shares
|
$19.6 Million
2.11% of portfolio
|
Q2 2024
Reduced 25.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
902,118
shares
|
$19 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
887,950
shares
|
$18.7 Million
0.38% of portfolio
|
Q2 2024
Reduced 26.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
886,043
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.25%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
855,335
shares
|
$18.1 Million
1.56% of portfolio
|
Q2 2024
Added 5.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
839,583
shares
|
$17.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 44.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
839,114
shares
|
$17.7 Million
0.06% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
Kirr Marbach & CO LLC
|
Oct 17, 2024 Q3 2024 |
792,840
shares
|
$16.7 Million
4.06% of portfolio
|
Q3 2024
Reduced 1.8%
|