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 160 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,124,345
shares
|
$23.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
1,118,912
shares
|
$23.1 Million
7.15% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
1,083,748
shares
|
$22.4 Million
8.55% of portfolio
|
Q4 2024
New holding
|
|
|
Kirr Marbach & CO LLC
|
Jan 22, 2025 Q4 2024 |
976,126
shares
|
$20.2 Million
4.71% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
975,980
shares
|
$20.2 Million
1.88% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
965,177
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
962,930
shares
|
$19.9 Million
0.07% of portfolio
|
Q4 2024
Added 16.14%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
948,961
shares
|
$19.6 Million
1.26% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
920,511
shares
|
$19 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
904,764
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
853,619
shares
|
$17.6 Million
0.26% of portfolio
|
Q4 2024
Reduced 91.89%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
828,112
shares
|
$17.1 Million
0.25% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
770,963
shares
|
$15.9 Million
0.01% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
746,275
shares
|
$15.4 Million
3.94% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
729,191
shares
|
$15.1 Million
0.02% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
706,168
shares
|
$14.6 Million
4.61% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
672,888
shares
|
$13.9 Million
0.98% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
653,817
shares
|
$13.5 Million
1.48% of portfolio
|
Q4 2024
Added 49.27%
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
651,889
shares
|
$13.5 Million
6.69% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
621,633
shares
|
$12.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 34.41%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
604,652
shares
|
$12.5 Million
0.87% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
602,055
shares
|
$12.4 Million
0.77% of portfolio
|
Q4 2024
Added 8.28%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
596,541
shares
|
$12.3 Million
3.44% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
592,568
shares
|
$12.2 Million
3.04% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
545,963
shares
|
$11.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.76%
|