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 141 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
524,547
shares
|
$10.8 Million
0.07% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
513,272
shares
|
$10.6 Million
0.19% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
487,732
shares
|
$10.1 Million
6.35% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jul 09, 2025 Q2 2025 |
478,128
shares
|
$9.88 Million
7.54% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
476,856
shares
|
$9.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
473,014
shares
|
$9.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.95%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
450,510
shares
|
$9.31 Million
3.17% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
442,381
shares
|
$9.14 Million
0.21% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
440,490
shares
|
$9.1 Million
3.67% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
437,767
shares
|
$9.04 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
433,802
shares
|
$8.96 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
426,356
shares
|
$8.81 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
417,611
shares
|
$8.63 Million
0.8% of portfolio
|
Q1 2025
Reduced 17.88%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
390,308
shares
|
$8.06 Million
1.65% of portfolio
|
Q1 2025
Reduced 16.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
387,792
shares
|
$8.01 Million
0.02% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
385,406
shares
|
$7.96 Million
0.1% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
366,485
shares
|
$7.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
354,080
shares
|
$7.32 Million
1.94% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
343,672
shares
|
$7.1 Million
3.67% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
337,465
shares
|
$6.97 Million
3.2% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
336,165
shares
|
$6.95 Million
0.09% of portfolio
|
Q1 2025
Added 23.92%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
333,288
shares
|
$6.89 Million
2.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
315,365
shares
|
$6.52 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
313,490
shares
|
$6.48 Million
0.01% of portfolio
|
Q1 2025
Added 130.67%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
310,640
shares
|
$6.42 Million
1.68% of portfolio
|
Q2 2025
Added 2.33%
|