Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 300 institutions that hold shares in the stock, with a total of 85.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
8,224,324
shares
|
$160 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,889,116
shares
|
$94.9 Million
0.02% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,967,936
shares
|
$77.1 Million
0.04% of portfolio
|
Q3 2024
Added 7.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,911,869
shares
|
$76 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
3,272,686
shares
|
$63.6 Million
14.9% of portfolio
|
Q3 2024
Added 74.9%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,893,795
shares
|
$56.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,537,475
shares
|
$49.3 Million
0.79% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,338,825
shares
|
$45.4 Million
3.65% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,333,128
shares
|
$45.3 Million
0.03% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,263,580
shares
|
$44 Million
1.23% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,845,707
shares
|
$35.8 Million
1.51% of portfolio
|
Q3 2024
Added 22.93%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,772,257
shares
|
$34.4 Million
0.01% of portfolio
|
Q3 2024
Added 25.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,614,713
shares
|
$31.4 Million
0.01% of portfolio
|
Q3 2024
Added 71.29%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
1,585,905
shares
|
$30.8 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
1,391,902
shares
|
$27 Million
0.54% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,379,321
shares
|
$26.8 Million
0.04% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,248,812
shares
|
$24.3 Million
2.48% of portfolio
|
Q3 2024
Added 6804.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,021,446
shares
|
$19.8 Million
0.06% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
998,631
shares
|
$19.4 Million
4.01% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
882,415
shares
|
$17.1 Million
1.64% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
793,971
shares
|
$15.4 Million
3.01% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
758,953
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
734,915
shares
|
$14.3 Million
0.05% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
728,382
shares
|
$14.1 Million
0.98% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
724,868
shares
|
$14.1 Million
2.33% of portfolio
|
Q3 2024
Added 8.55%
|