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 |
|---|---|---|---|---|---|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
202,666
shares
|
$4.28 Million
3.4% of portfolio
|
Q3 2024
Added 14.55%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
200,968
shares
|
$4.24 Million
1.63% of portfolio
|
Q3 2024
Reduced 41.47%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 14, 2024 Q2 2024 |
200,766
shares
|
$4.24 Million
1.62% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
197,712
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2024
Added 15.33%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
195,426
shares
|
$4.13 Million
2.64% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
185,998
shares
|
$3.93 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
185,982
shares
|
$3.93 Million
0.1% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
184,760
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
183,526
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
183,214
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.14%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
180,126
shares
|
$3.8 Million
2.04% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
177,134
shares
|
$3.74 Million
0.28% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
172,081
shares
|
$3.63 Million
0.15% of portfolio
|
Q3 2022
Added 2.28%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
167,889
shares
|
$3.54 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
166,010
shares
|
$3.5 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
165,847
shares
|
$3.5 Million
0.18% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
165,610
shares
|
$3.5 Million
0.87% of portfolio
|
Q2 2024
Added 65.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
163,285
shares
|
$3.45 Million
0.0% of portfolio
|
Q2 2024
Added 55.79%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
156,601
shares
|
$3.31 Million
1.12% of portfolio
|
Q2 2024
Added 3.35%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
154,346
shares
|
$3.26 Million
1.22% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
154,148
shares
|
$3.25 Million
0.1% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
150,232
shares
|
$3.17 Million
2.44% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
144,417
shares
|
$3.05 Million
0.02% of portfolio
|
Q2 2024
Reduced 28.6%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
142,273
shares
|
$3 Million
0.15% of portfolio
|
Q2 2024
Reduced 22.35%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
141,520
shares
|
$2.99 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.13%
|