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 424 institutions that hold shares in the stock, with a total of 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
979,982
shares
|
$20.3 Million
1.13% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
973,104
shares
|
$20.2 Million
3.91% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
898,035
shares
|
$18.6 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
881,714
shares
|
$18.3 Million
2.12% of portfolio
|
Q3 2025
Added 34.63%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
822,246
shares
|
$17 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
755,333
shares
|
$15.7 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
713,037
shares
|
$14.8 Million
4.06% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
670,852
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
670,852
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
659,598
shares
|
$13.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
656,487
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
642,204
shares
|
$13.3 Million
0.84% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
617,314
shares
|
$12.8 Million
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
598,265
shares
|
$12.4 Million
0.96% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
586,513
shares
|
$12.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
570,205
shares
|
$11.8 Million
0.72% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
553,392
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
545,724
shares
|
$11.3 Million
0.17% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
531,256
shares
|
$11 Million
0.16% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
524,547
shares
|
$10.9 Million
0.07% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
522,425
shares
|
$10.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
516,791
shares
|
$10.7 Million
2.61% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 02, 2025 Q3 2025 |
505,168
shares
|
$10.5 Million
6.74% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
488,553
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
487,541
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.62%
|