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 372 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 $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
131,120
shares
|
$2.57 Million
0.42% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
130,524
shares
|
$2.56 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
130,385
shares
|
$2.56 Million
0.06% of portfolio
|
Q1 2025
Added 22.67%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
129,196
shares
|
$2.53 Million
0.96% of portfolio
|
Q1 2025
Added 15.53%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
127,525
shares
|
$2.5 Million
0.03% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
125,409
shares
|
$2.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
119,616
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 226.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
116,496
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
115,996
shares
|
$2.27 Million
1.19% of portfolio
|
Q1 2025
Added 13.69%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
114,140
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
114,033
shares
|
$2.24 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
112,427
shares
|
$2.2 Million
1.66% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
105,069
shares
|
$2.06 Million
1.69% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
103,199
shares
|
$2.02 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
102,039
shares
|
$2 Million
0.75% of portfolio
|
Q2 2025
Added 10.06%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
101,398
shares
|
$1.99 Million
0.06% of portfolio
|
Q1 2025
Added 74.8%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
97,750
shares
|
$1.92 Million
0.13% of portfolio
|
Q1 2025
Added 57.44%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
96,540
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
94,922
shares
|
$1.86 Million
0.27% of portfolio
|
Q1 2025
Added 14.23%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
93,424
shares
|
$1.83 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
90,300
shares
|
$1.77 Million
0.89% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
89,260
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
89,006
shares
|
$1.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
88,408
shares
|
$1.73 Million
0.46% of portfolio
|
Q2 2025
Added 9.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
87,645
shares
|
$1.72 Million
0.01% of portfolio
|
Q1 2025
Added 6.29%
|