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 276 institutions that hold shares in the stock, with a total of 76.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Aug 13, 2024 Q2 2024 |
110,250
shares
|
$2.18 Million
0.46% of portfolio
|
Q2 2024
Reduced 9.73%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
103,740
shares
|
$2.05 Million
0.36% of portfolio
|
Q2 2024
Added 0.46%
|
|
Alpha Star Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
103,547
shares
|
$2.05 Million
0.19% of portfolio
|
Q2 2024
Added 5.93%
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.04 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
100,107
shares
|
$1.98 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
97,273
shares
|
$1.92 Million
0.1% of portfolio
|
Q2 2024
Added 18.82%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
95,743
shares
|
$1.89 Million
0.08% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
95,409
shares
|
$1.88 Million
0.55% of portfolio
|
Q2 2024
Added 28.85%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
94,065
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Added 164.96%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
93,907
shares
|
$1.85 Million
0.1% of portfolio
|
Q2 2024
Added 0.93%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2024 Q2 2024 |
88,933
shares
|
$1.76 Million
1.01% of portfolio
|
Q2 2024
Added 16.87%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
86,733
shares
|
$1.71 Million
0.1% of portfolio
|
Q2 2024
Added 8.32%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
79,431
shares
|
$1.57 Million
0.48% of portfolio
|
Q2 2024
Added 1.11%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
79,138
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2024
Added 15.2%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
77,872
shares
|
$1.54 Million
0.14% of portfolio
|
Q2 2024
Added 4.29%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
73,634
shares
|
$1.45 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.43%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
70,725
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
69,942
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
69,472
shares
|
$1.37 Million
0.77% of portfolio
|
Q2 2024
Added 3.2%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
69,055
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2024
Added 7.88%
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jul 19, 2024 Q2 2024 |
66,918
shares
|
$1.32 Million
0.7% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 14, 2024 Q2 2024 |
66,115
shares
|
$1.31 Million
0.56% of portfolio
|
Q2 2024
Reduced 18.76%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
65,851
shares
|
$1.3 Million
0.52% of portfolio
|
Q2 2024
Added 12.7%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
63,570
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.2%
|