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 375 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
33,511
shares
|
$657,820
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,798
shares
|
$643,824
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
31,810
shares
|
$624,430
2.72% of portfolio
|
Q3 2023
Reduced 24.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
31,447
shares
|
$617,304
0.0% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
31,034
shares
|
$609,197
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
30,660
shares
|
$601,855
0.18% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
30,631
shares
|
$601,286
0.18% of portfolio
|
Q2 2025
Added 86.51%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
30,500
shares
|
$598,715
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
30,443
shares
|
$597,596
0.01% of portfolio
|
Q1 2025
Reduced 11.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
30,063
shares
|
$590,136
0.01% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
30,044
shares
|
$589,763
0.16% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
29,694
shares
|
$582,893
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,161
shares
|
$572,430
0.29% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,140
shares
|
$572,018
0.07% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,023
shares
|
$569,721
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
28,145
shares
|
$552,486
0.13% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
28,130
shares
|
$552,191
0.09% of portfolio
|
Q2 2025
Reduced 78.39%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,103
shares
|
$551,661
0.04% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
28,040
shares
|
$550,425
0.59% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
27,710
shares
|
$543,947
0.09% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
27,672
shares
|
$543,201
0.25% of portfolio
|
Q2 2025
Added 67.66%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,110
shares
|
$532,169
0.04% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
27,062
shares
|
$531,227
0.5% of portfolio
|
Q2 2025
Reduced 29.57%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
26,383
shares
|
$517,898
0.17% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$517,486
0.34% of portfolio
|
Q3 2022
Added 16.57%
|