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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
183,102
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
180,259
shares
|
$3.54 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
178,168
shares
|
$3.5 Million
1.13% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
177,805
shares
|
$3.5 Million
3.53% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
174,631
shares
|
$3.43 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
173,665
shares
|
$3.41 Million
0.93% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
173,053
shares
|
$3.4 Million
0.08% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
168,660
shares
|
$3.32 Million
1.52% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
166,522
shares
|
$3.27 Million
0.29% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
162,907
shares
|
$3.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
162,859
shares
|
$3.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.21%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
162,021
shares
|
$3.19 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
161,264
shares
|
$3.17 Million
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
160,234
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
159,230
shares
|
$3.13 Million
1.64% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
153,551
shares
|
$3.02 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.75%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
153,021
shares
|
$3.01 Million
1.72% of portfolio
|
Q4 2022
Added 113.8%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
150,942
shares
|
$2.97 Million
0.47% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
146,963
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
Added 70.59%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
139,729
shares
|
$2.75 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
138,644
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jul 15, 2025 Q2 2025 |
137,728
shares
|
$2.71 Million
1.2% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
133,968
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
132,135
shares
|
$2.6 Million
0.25% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
131,491
shares
|
$2.59 Million
1.11% of portfolio
|
Q2 2025
Added 8.82%
|