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 386 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
181,969
shares
|
$3.84 Million
3.59% of portfolio
|
Q3 2024
Reduced 32.29%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
180,126
shares
|
$3.8 Million
2.04% of portfolio
|
Q3 2024
Reduced 16.82%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
179,000
shares
|
$3.78 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
177,134
shares
|
$3.74 Million
0.28% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
174,763
shares
|
$3.69 Million
0.03% of portfolio
|
Q3 2024
Added 371.76%
|
|
|
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
|
$3.55 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
166,010
shares
|
$3.51 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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
163,468
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
162,509
shares
|
$3.43 Million
1.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
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
|
$3.26 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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
149,649
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
145,562
shares
|
$3.07 Million
0.25% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
139,957
shares
|
$2.96 Million
0.08% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
138,825
shares
|
$2.93 Million
1.22% of portfolio
|
Q3 2024
Reduced 32.5%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
138,707
shares
|
$2.93 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
138,551
shares
|
$2.93 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
128,901
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2022
New holding
|