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 |
---|---|---|---|---|---|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
307,984
shares
|
$6.3 Million
0.56% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
297,796
shares
|
$6.1 Million
0.19% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
Marietta Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
283,283
shares
|
$5.8 Million
0.98% of portfolio
|
Q1 2024
Added 9.96%
|
|
Straight Path Wealth Management
|
Apr 30, 2024 Q1 2024 |
279,381
shares
|
$5.72 Million
3.29% of portfolio
|
Q1 2024
Added 5.95%
|
|
Solitude Financial Services
|
Apr 22, 2024 Q1 2024 |
277,489
shares
|
$5.68 Million
2.61% of portfolio
|
Q1 2024
Added 53.85%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
271,180
shares
|
$5.55 Million
0.36% of portfolio
|
Q4 2023
Added 61.46%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
267,460
shares
|
$5.47 Million
0.03% of portfolio
|
Q1 2024
Added 2.39%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
258,012
shares
|
$5.28 Million
0.59% of portfolio
|
Q1 2024
Added 22.44%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2024 Q1 2024 |
253,946
shares
|
$5.2 Million
0.47% of portfolio
|
Q1 2024
Reduced 37.03%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
248,290
shares
|
$5.08 Million
0.16% of portfolio
|
Q1 2024
Added 160.02%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
243,324
shares
|
$4.98 Million
0.04% of portfolio
|
Q1 2024
Added 11.74%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
238,522
shares
|
$4.88 Million
0.04% of portfolio
|
Q1 2024
Added 5.13%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
237,361
shares
|
$4.86 Million
0.29% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
234,073
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2024
Added 2011.62%
|
|
Morton Community Bank
East Peoria, IL |
May 02, 2024 Q1 2024 |
232,311
shares
|
$4.76 Million
1.37% of portfolio
|
Q1 2024
Added 9.85%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
229,398
shares
|
$4.7 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.82%
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
217,163
shares
|
$4.45 Million
0.74% of portfolio
|
Q1 2024
Added 3.48%
|
|
Beacon Financial Group
|
May 07, 2024 Q1 2024 |
215,043
shares
|
$4.4 Million
0.51% of portfolio
|
Q1 2024
Added 14.37%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
205,396
shares
|
$4.2 Million
2.69% of portfolio
|
Q4 2023
Added 3.82%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 09, 2024 Q1 2024 |
190,155
shares
|
$3.89 Million
0.34% of portfolio
|
Q1 2024
Reduced 2.24%
|
|
Colton Groome Financial Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
189,722
shares
|
$3.88 Million
1.56% of portfolio
|
Q1 2024
Added 10.68%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
183,973
shares
|
$3.77 Million
0.19% of portfolio
|
Q1 2024
Added 15.25%
|
|
Tpg Financial Advisors, LLC
|
Jan 09, 2024 Q4 2023 |
183,535
shares
|
$3.76 Million
1.99% of portfolio
|
Q4 2023
Added 0.62%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
180,169
shares
|
$3.69 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Apr 10, 2024 Q1 2024 |
176,353
shares
|
$3.61 Million
3.24% of portfolio
|
Q1 2024
Added 6.3%
|