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 389 institutions that hold shares in the stock, with a total of 154 Million shares, which have been reported (via 13F filing form) to have a value of $3.19 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
|
$948 Million
4.65% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
8,942,946
shares
|
$185 Million
0.04% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,404,414
shares
|
$112 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
|
$111 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
|
$102 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
2,753,260
shares
|
$56.9 Million
15.46% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
2,471,417
shares
|
$51.1 Million
2.72% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,072,105
shares
|
$42.9 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
|
$40.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,775,004
shares
|
$36.7 Million
0.58% of portfolio
|
Q3 2024
Added 42.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,389
shares
|
$34.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,619,301
shares
|
$33.5 Million
3.45% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,503,251
shares
|
$31.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,494,822
shares
|
$30.9 Million
0.05% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,378,423
shares
|
$28.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,374,102
shares
|
$28.4 Million
2.27% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
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
|
Jan 30, 2025 Q4 2024 |
1,226,816
shares
|
$25.4 Million
2.28% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
1,164,089
shares
|
$24.1 Million
4.77% of portfolio
|
Q4 2024
Added 12.9%
|
|
|
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
|
$22.9 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%
|