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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
459,213
shares
|
$8.95 Million
1.15% of portfolio
|
Q3 2024
Added 114.8%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
427,250
shares
|
$8.32 Million
3.48% of portfolio
|
Q3 2024
Added 24.87%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
419,827
shares
|
$8.18 Million
1.63% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
416,663
shares
|
$8.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.9%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
409,806
shares
|
$7.98 Million
0.59% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
409,750
shares
|
$7.98 Million
0.15% of portfolio
|
Q3 2024
Reduced 74.22%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
401,522
shares
|
$7.82 Million
1.72% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
398,781
shares
|
$7.77 Million
0.35% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
397,652
shares
|
$7.75 Million
0.18% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
397,232
shares
|
$7.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
396,178
shares
|
$7.72 Million
0.15% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
384,171
shares
|
$7.48 Million
0.05% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
371,925
shares
|
$7.25 Million
1.02% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
366,309
shares
|
$7.14 Million
0.0% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
364,012
shares
|
$7.09 Million
1.16% of portfolio
|
Q3 2024
Added 47.48%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
362,523
shares
|
$7.06 Million
3.98% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
360,163
shares
|
$7.02 Million
3.38% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
356,580
shares
|
$6.95 Million
0.44% of portfolio
|
Q3 2024
Added 79.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
352,764
shares
|
$6.87 Million
0.11% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
341,468
shares
|
$6.65 Million
0.19% of portfolio
|
Q1 2024
Reduced 57.22%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
339,444
shares
|
$6.61 Million
0.63% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
334,586
shares
|
$6.52 Million
0.2% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
331,738
shares
|
$6.46 Million
0.07% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
329,863
shares
|
$6.43 Million
1.84% of portfolio
|
Q3 2024
Added 55.76%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
328,384
shares
|
$6.4 Million
2.04% of portfolio
|
Q3 2024
Added 4.2%
|