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 373 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 $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,046,203
shares
|
$20.6 Million
1.91% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
990,406
shares
|
$19.5 Million
0.02% of portfolio
|
Q1 2025
Added 40.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
949,432
shares
|
$18.7 Million
0.01% of portfolio
|
Q1 2025
Added 26.15%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
939,764
shares
|
$18.5 Million
1.96% of portfolio
|
Q1 2025
Added 41.56%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
844,325
shares
|
$16.6 Million
1.08% of portfolio
|
Q1 2025
Added 28.01%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
812,048
shares
|
$16 Million
2.7% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
802,891
shares
|
$15.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
802,414
shares
|
$15.8 Million
0.05% of portfolio
|
Q1 2025
Added 74.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
777,236
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 14.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
752,983
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
735,086
shares
|
$14.5 Million
1.19% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
684,997
shares
|
$13.5 Million
2.83% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
680,647
shares
|
$13.4 Million
0.0% of portfolio
|
Q1 2025
Added 29.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
678,401
shares
|
$13.3 Million
0.93% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
614,468
shares
|
$12.1 Million
0.07% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
609,319
shares
|
$12 Million
2.0% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
597,832
shares
|
$11.8 Million
0.5% of portfolio
|
Q1 2025
Added 70.15%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
580,246
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
567,995
shares
|
$11.2 Million
2.41% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
515,237
shares
|
$10.1 Million
2.18% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
503,436
shares
|
$9.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
496,580
shares
|
$9.76 Million
4.36% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
489,883
shares
|
$9.63 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.54%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
489,800
shares
|
$9.63 Million
3.87% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
480,767
shares
|
$9.45 Million
3.22% of portfolio
|
Q2 2025
Added 6.68%
|