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 425 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 $3.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
223,358
shares
|
$4.36 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
220,077
shares
|
$4.29 Million
1.26% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
216,980
shares
|
$4.23 Million
0.38% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
210,505
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 27.13%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
204,715
shares
|
$3.99 Million
0.83% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
198,930
shares
|
$3.88 Million
1.25% of portfolio
|
Q1 2025
Added 148.59%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
198,791
shares
|
$3.88 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
195,875
shares
|
$3.82 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
194,030
shares
|
$3.78 Million
0.05% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
193,702
shares
|
$3.78 Million
0.1% of portfolio
|
Q1 2025
Added 38.67%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
192,665
shares
|
$3.76 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
190,310
shares
|
$3.71 Million
2.78% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
189,664
shares
|
$3.7 Million
1.93% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
189,415
shares
|
$3.69 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
187,495
shares
|
$3.66 Million
0.23% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
180,871
shares
|
$3.53 Million
1.22% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
175,182
shares
|
$3.42 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
174,462
shares
|
$3.4 Million
3.67% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
170,927
shares
|
$3.33 Million
2.06% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
166,880
shares
|
$3.25 Million
0.08% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
157,936
shares
|
$3.08 Million
0.2% of portfolio
|
Q4 2023
Added 21.47%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
155,428
shares
|
$3.03 Million
0.48% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
153,365
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
151,483
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
149,012
shares
|
$2.91 Million
0.33% of portfolio
|
Q1 2025
Added 29.56%
|