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 261 institutions that hold shares in the stock, with a total of 68.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hengehold Capital Management LLC
|
Apr 15, 2024 Q1 2024 |
289,598
shares
|
$5.57 Million
0.6% of portfolio
|
Q1 2024
Added 2446.36%
|
|
Straight Path Wealth Management
|
Apr 30, 2024 Q1 2024 |
283,761
shares
|
$5.46 Million
3.15% of portfolio
|
Q1 2024
Added 17.95%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
283,452
shares
|
$5.45 Million
0.17% of portfolio
|
Q1 2024
Added 7.06%
|
|
Legacy Cg, LLC
Plano, TX |
Apr 22, 2024 Q1 2024 |
261,114
shares
|
$5.02 Million
1.97% of portfolio
|
Q1 2024
Added 4.76%
|
|
Fca Corp
Houston, TX |
May 08, 2024 Q1 2024 |
253,220
shares
|
$4.87 Million
1.62% of portfolio
|
Q1 2024
Added 2.59%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
248,796
shares
|
$4.78 Million
0.28% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
240,560
shares
|
$4.63 Million
0.04% of portfolio
|
Q1 2024
Added 4.14%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
238,847
shares
|
$4.59 Million
0.0% of portfolio
|
Q1 2024
Added 22.73%
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2024 Q1 2024 |
231,518
shares
|
$4.45 Million
1.89% of portfolio
|
Q1 2024
Added 4.82%
|
|
Legacy Private Trust Co.
|
Apr 10, 2024 Q1 2024 |
213,679
shares
|
$4.11 Million
0.31% of portfolio
|
Q1 2024
Reduced 56.69%
|
|
Morton Community Bank
East Peoria, IL |
May 02, 2024 Q1 2024 |
212,935
shares
|
$4.09 Million
1.18% of portfolio
|
Q1 2024
Added 41.09%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
204,568
shares
|
$3.93 Million
2.53% of portfolio
|
Q4 2023
Added 7.2%
|
|
Souders Financial Advisors
|
May 08, 2024 Q1 2024 |
199,240
shares
|
$3.83 Million
0.63% of portfolio
|
Q1 2024
Added 64.43%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
197,249
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2024
Added 10.74%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
196,694
shares
|
$3.78 Million
0.65% of portfolio
|
Q1 2024
Added 43.97%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
196,050
shares
|
$3.77 Million
1.21% of portfolio
|
Q1 2024
Added 29.22%
|
|
Carmel Capital Partners, LLC
|
Apr 25, 2024 Q1 2024 |
195,983
shares
|
$3.77 Million
1.62% of portfolio
|
Q1 2024
Added 18.37%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
191,509
shares
|
$3.68 Million
0.0% of portfolio
|
Q1 2024
Added 169.26%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
190,307
shares
|
$3.66 Million
0.03% of portfolio
|
Q1 2024
Added 21.75%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
188,409
shares
|
$3.62 Million
0.19% of portfolio
|
Q1 2024
Added 9.83%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
May 03, 2024 Q1 2024 |
184,213
shares
|
$3.54 Million
1.43% of portfolio
|
Q1 2024
New holding
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 30, 2024 Q1 2024 |
183,462
shares
|
$3.53 Million
1.34% of portfolio
|
Q1 2024
New holding
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
168,005
shares
|
$3.23 Million
0.27% of portfolio
|
Q1 2024
Added 8.87%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
167,518
shares
|
$3.22 Million
0.65% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
166,601
shares
|
$3.2 Million
0.31% of portfolio
|
Q1 2024
Added 4.43%
|