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 $3.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
147,879
shares
|
$2.88 Million
0.26% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
146,566
shares
|
$2.86 Million
1.5% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
144,958
shares
|
$2.83 Million
0.52% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
144,934
shares
|
$2.83 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
143,522
shares
|
$2.8 Million
0.44% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
142,014
shares
|
$2.77 Million
0.13% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
137,858
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
137,678
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
137,509
shares
|
$2.68 Million
1.12% of portfolio
|
Q1 2025
Added 19.02%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
136,441
shares
|
$2.66 Million
0.97% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
135,805
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Added 68.56%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
135,519
shares
|
$2.64 Million
2.51% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
135,214
shares
|
$2.64 Million
1.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
129,350
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
118,884
shares
|
$2.32 Million
0.86% of portfolio
|
Q1 2025
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
118,426
shares
|
$2.31 Million
0.16% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
116,177
shares
|
$2.27 Million
0.09% of portfolio
|
Q1 2025
Added 43.01%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
116,171
shares
|
$2.27 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.74%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
115,998
shares
|
$2.26 Million
0.07% of portfolio
|
Q1 2025
Added 61.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
114,461
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
113,485
shares
|
$2.21 Million
1.02% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
109,832
shares
|
$2.14 Million
0.25% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
106,854
shares
|
$2.08 Million
0.3% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
106,654
shares
|
$2.08 Million
1.89% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
106,201
shares
|
$2.07 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.78%
|