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 |
---|---|---|---|---|---|
Amj Financial Wealth Management
Leesburg, VA |
May 07, 2024 Q1 2024 |
495,302
shares
|
$10.1 Million
3.38% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
480,653
shares
|
$9.84 Million
3.15% of portfolio
|
Q1 2024
Added 4.76%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
477,176
shares
|
$9.77 Million
0.0% of portfolio
|
Q1 2024
Added 33.98%
|
|
Cookson Peirce & CO Inc
|
Apr 23, 2024 Q1 2024 |
461,440
shares
|
$9.45 Million
0.5% of portfolio
|
Q1 2024
Added 9.32%
|
|
Red Spruce Capital, LLC
|
Jul 02, 2024 Q2 2024 |
455,803
shares
|
$9.33 Million
4.47% of portfolio
|
Q2 2024
Added 0.06%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
454,373
shares
|
$9.3 Million
0.07% of portfolio
|
Q1 2024
Added 4.28%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
439,266
shares
|
$8.99 Million
0.06% of portfolio
|
Q1 2024
Added 5.11%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
433,802
shares
|
$8.88 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
418,478
shares
|
$8.57 Million
1.97% of portfolio
|
Q1 2024
Reduced 18.81%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
412,082
shares
|
$8.44 Million
0.12% of portfolio
|
Q1 2024
Added 29.47%
|
|
Atlantic Union Bankshares Corp
|
Apr 16, 2024 Q1 2024 |
411,512
shares
|
$8.42 Million
0.74% of portfolio
|
Q1 2024
Added 18.9%
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2024 Q1 2024 |
381,234
shares
|
$7.8 Million
0.19% of portfolio
|
Q1 2024
Added 8.59%
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 30, 2024 Q1 2024 |
380,910
shares
|
$7.8 Million
2.84% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
378,717
shares
|
$7.75 Million
0.64% of portfolio
|
Q1 2024
Added 38.22%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
374,004
shares
|
$7.66 Million
0.11% of portfolio
|
Q1 2024
Added 127.32%
|
|
Heartwood Wealth Advisors LLC
|
Apr 02, 2024 Q1 2024 |
368,881
shares
|
$7.55 Million
0.93% of portfolio
|
Q1 2024
Added 7.77%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
353,765
shares
|
$7.24 Million
0.08% of portfolio
|
Q1 2024
Added 19.36%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
336,888
shares
|
$6.9 Million
0.37% of portfolio
|
Q1 2024
Reduced 5.24%
|
|
Sound Stewardship, LLC
Overland Park, KS |
May 08, 2024 Q1 2024 |
327,987
shares
|
$6.71 Million
4.06% of portfolio
|
Q1 2024
Reduced 1.63%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
326,380
shares
|
$6.68 Million
0.08% of portfolio
|
Q1 2024
Added 11.26%
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
322,755
shares
|
$6.61 Million
0.36% of portfolio
|
Q1 2024
Added 9.14%
|
|
Goepper Burkhardt LLC
|
May 13, 2024 Q1 2024 |
322,550
shares
|
$6.6 Million
3.05% of portfolio
|
Q1 2024
Added 15.49%
|
|
Ima Wealth, Inc.
Wichita, KS |
Apr 24, 2024 Q1 2024 |
317,465
shares
|
$6.5 Million
3.08% of portfolio
|
Q1 2024
Added 5.12%
|
|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
317,345
shares
|
$6.5 Million
0.69% of portfolio
|
Q1 2024
Added 14.06%
|
|
Fca Corp
Houston, TX |
May 08, 2024 Q1 2024 |
315,451
shares
|
$6.46 Million
2.14% of portfolio
|
Q1 2024
Added 4.54%
|