Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ). We have compiled data on the 423 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,105,878
shares
|
$21.6 Million
0.03% of portfolio
|
Q1 2025
Added 53.5%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,032,500
shares
|
$20.2 Million
2.14% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
992,493
shares
|
$19.4 Million
1.8% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
985,103
shares
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Kirr Marbach & CO LLC
|
Apr 23, 2025 Q1 2025 |
975,786
shares
|
$19.1 Million
4.69% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
970,919
shares
|
$19 Million
2.02% of portfolio
|
Q1 2025
Added 41.94%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
926,002
shares
|
$18.1 Million
5.11% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
828,427
shares
|
$16.2 Million
9.41% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
824,218
shares
|
$16.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
790,890
shares
|
$15.4 Million
0.03% of portfolio
|
Q1 2025
Added 32.99%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
750,231
shares
|
$14.7 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
714,608
shares
|
$14 Million
0.34% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
707,681
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Added 52.22%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
681,151
shares
|
$13.3 Million
5.95% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
674,278
shares
|
$13.2 Million
0.08% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
638,725
shares
|
$12.5 Million
3.35% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
635,298
shares
|
$12.4 Million
3.19% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
628,897
shares
|
$12.3 Million
0.86% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
624,541
shares
|
$12.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
616,308
shares
|
$12 Million
2.01% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
611,458
shares
|
$11.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 94.87%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
596,942
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 18.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
588,881
shares
|
$11.5 Million
0.49% of portfolio
|
Q1 2025
Added 73.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
587,913
shares
|
$11.5 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.98%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
576,198
shares
|
$11.3 Million
2.89% of portfolio
|
Q1 2025
Reduced 1.3%
|