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 359 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 $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,071,711
shares
|
$20.9 Million
0.41% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
993,239
shares
|
$19.3 Million
5.23% of portfolio
|
Q3 2024
Reduced 43.51%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
960,681
shares
|
$18.7 Million
4.79% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
926,002
shares
|
$18 Million
5.11% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
915,286
shares
|
$17.8 Million
1.69% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
903,205
shares
|
$17.6 Million
10.41% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
871,055
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Kirr Marbach & CO LLC
|
Oct 17, 2024 Q3 2024 |
800,010
shares
|
$15.6 Million
3.79% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
765,094
shares
|
$14.9 Million
5.74% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
747,225
shares
|
$14.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
714,608
shares
|
$13.9 Million
0.34% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
704,959
shares
|
$13.7 Million
0.08% of portfolio
|
Q3 2024
Added 54.36%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
681,890
shares
|
$13.3 Million
0.91% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
659,805
shares
|
$12.9 Million
3.23% of portfolio
|
Q3 2024
Added 143.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
634,996
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 120.0%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
627,127
shares
|
$12.2 Million
5.77% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
594,110
shares
|
$11.6 Million
0.72% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
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%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
581,565
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
580,548
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
552,899
shares
|
$10.8 Million
4.6% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
507,194
shares
|
$9.88 Million
3.79% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
506,582
shares
|
$9.87 Million
0.71% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
500,117
shares
|
$9.74 Million
0.47% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
484,704
shares
|
$9.44 Million
2.0% of portfolio
|
Q3 2024
Added 12.27%
|