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 372 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tlwm
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
946,003
shares
|
$19.4 Million
4.31% of portfolio
|
Q1 2024
Added 10.11%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
936,647
shares
|
$19.2 Million
0.39% of portfolio
|
Q1 2024
Added 15.39%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
928,097
shares
|
$19 Million
0.02% of portfolio
|
Q1 2024
Added 11.33%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
922,636
shares
|
$18.9 Million
0.07% of portfolio
|
Q1 2024
Added 65.67%
|
|
Tru Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
877,078
shares
|
$18 Million
1.25% of portfolio
|
Q1 2024
Added 10.46%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
871,513
shares
|
$17.8 Million
0.04% of portfolio
|
Q1 2024
Added 22.98%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 14, 2024 Q1 2024 |
863,147
shares
|
$17.7 Million
4.99% of portfolio
|
Q1 2024
Added 42.6%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
855,990
shares
|
$17.5 Million
1.83% of portfolio
|
Q1 2024
Added 8.7%
|
|
Kirr Marbach & CO LLC
|
Apr 23, 2024 Q1 2024 |
810,497
shares
|
$16.6 Million
4.4% of portfolio
|
Q1 2024
Added 0.33%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
718,867
shares
|
$14.7 Million
0.24% of portfolio
|
Q1 2024
Added 7.53%
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
709,358
shares
|
$14.5 Million
5.47% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
689,435
shares
|
$14.1 Million
0.16% of portfolio
|
Q1 2024
Added 0.98%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
681,382
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2024
Added 4.5%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
672,712
shares
|
$13.8 Million
0.03% of portfolio
|
Q1 2024
Added 9.96%
|
|
Gpm Growth Investors, Inc.
|
Feb 05, 2024 Q4 2023 |
647,476
shares
|
$13.3 Million
6.51% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
Kaye Capital Management
El Segundo, CA |
Apr 19, 2024 Q1 2024 |
641,700
shares
|
$13.1 Million
6.16% of portfolio
|
Q1 2024
Reduced 6.03%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
629,103
shares
|
$12.9 Million
0.96% of portfolio
|
Q1 2024
Added 4.21%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
622,977
shares
|
$12.8 Million
0.05% of portfolio
|
Q1 2024
Added 24.83%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
586,128
shares
|
$12 Million
0.04% of portfolio
|
Q1 2024
Added 14.24%
|
|
Hudson Capital Management LLC
|
Apr 19, 2024 Q1 2024 |
585,375
shares
|
$12 Million
4.28% of portfolio
|
Q1 2024
Added 6.24%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
532,860
shares
|
$10.9 Million
0.9% of portfolio
|
Q1 2024
Added 2.08%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
531,256
shares
|
$10.9 Million
0.16% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
Shufro Rose & CO LLC
|
May 08, 2024 Q1 2024 |
514,328
shares
|
$10.5 Million
0.88% of portfolio
|
Q1 2024
Added 3.66%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
507,037
shares
|
$10.4 Million
2.25% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
504,645
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2024
Added 0.3%
|