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 384 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
479,795
shares
|
$9.48 Million
1.51% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
448,870
shares
|
$8.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
439,971
shares
|
$8.69 Million
0.81% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
439,526
shares
|
$8.68 Million
3.3% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
437,196
shares
|
$8.63 Million
3.55% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
432,241
shares
|
$8.54 Million
7.01% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
428,670
shares
|
$8.47 Million
7.15% of portfolio
|
Q2 2025
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
417,584
shares
|
$8.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
390,775
shares
|
$7.72 Million
1.65% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
380,773
shares
|
$7.52 Million
0.11% of portfolio
|
Q2 2025
Added 218.33%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
380,731
shares
|
$7.52 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
373,666
shares
|
$7.38 Million
3.79% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
362,645
shares
|
$7.16 Million
0.28% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
344,985
shares
|
$6.81 Million
0.54% of portfolio
|
Q4 2022
Reduced 4.07%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
343,326
shares
|
$6.78 Million
1.66% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
343,314
shares
|
$6.78 Million
0.04% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
341,598
shares
|
$6.75 Million
0.0% of portfolio
|
Q1 2025
Added 5452.63%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
339,004
shares
|
$6.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.22%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
336,298
shares
|
$6.64 Million
0.14% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
334,549
shares
|
$6.61 Million
4.93% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
331,295
shares
|
$6.54 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
322,223
shares
|
$6.36 Million
0.87% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
319,044
shares
|
$6.3 Million
3.93% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
316,725
shares
|
$6.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
301,243
shares
|
$5.95 Million
2.23% of portfolio
|
Q2 2025
Added 6.87%
|