Institutional Ownership Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP). We have compiled data on the 386 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $3.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,855,466
shares
|
$946 Million
4.65% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,942,946
shares
|
$184 Million
0.04% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,404,414
shares
|
$111 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,353,891
shares
|
$110 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
5,197,553
shares
|
$107 Million
0.05% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,915,694
shares
|
$101 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
2,667,284
shares
|
$55 Million
14.32% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
2,471,417
shares
|
$51 Million
2.72% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,072,105
shares
|
$42.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,941,920
shares
|
$40.1 Million
0.05% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,775,004
shares
|
$36.6 Million
0.58% of portfolio
|
Q3 2024
Added 42.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,740,590
shares
|
$35.9 Million
1.49% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,389
shares
|
$34 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,584,942
shares
|
$32.7 Million
3.29% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,524,540
shares
|
$31.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
1,519,597
shares
|
$31.3 Million
2.15% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,494,822
shares
|
$30.8 Million
0.05% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,403,587
shares
|
$29 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,350,571
shares
|
$27.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,326,531
shares
|
$27.4 Million
0.03% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
1,179,213
shares
|
$24.3 Million
2.17% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,137,085
shares
|
$23.5 Million
0.06% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,123,874
shares
|
$23.2 Million
0.08% of portfolio
|
Q3 2024
Added 7.11%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,106,798
shares
|
$22.8 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Ironwood Wealth Management, Llc.
|
Oct 08, 2024 Q3 2024 |
1,085,083
shares
|
$22.4 Million
6.78% of portfolio
|
Q3 2024
Added 4.3%
|