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 |
---|---|---|---|---|---|
Evexia Wealth LLC
Stevens Point, WI |
Jul 31, 2024 Q2 2024 |
43,115
shares
|
$851,521
0.31% of portfolio
|
Q2 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
42,930
shares
|
$847,867
0.19% of portfolio
|
Q2 2024
Reduced 4.75%
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 15, 2024 Q2 2024 |
40,007
shares
|
$790,138
0.46% of portfolio
|
Q2 2024
Reduced 9.77%
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
39,382
shares
|
$777,794
0.0% of portfolio
|
Q2 2024
New holding
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
36,610
shares
|
$723,047
0.29% of portfolio
|
Q1 2024
Added 12.27%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
36,410
shares
|
$719,097
0.07% of portfolio
|
Q2 2024
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
36,112
shares
|
$713,212
0.0% of portfolio
|
Q2 2024
Added 7.5%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
34,088
shares
|
$673,238
0.02% of portfolio
|
Q2 2024
Reduced 78.59%
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
33,733
shares
|
$666,226
0.11% of portfolio
|
Q2 2024
Added 1.49%
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 19, 2024 Q2 2024 |
33,546
shares
|
$662,533
0.39% of portfolio
|
Q2 2024
Added 7.61%
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
33,511
shares
|
$661,842
0.19% of portfolio
|
Q4 2023
New holding
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
32,435
shares
|
$640,591
0.01% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jul 15, 2024 Q2 2024 |
31,947
shares
|
$630,953
0.72% of portfolio
|
Q2 2024
New holding
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
31,810
shares
|
$628,247
2.72% of portfolio
|
Q3 2023
Reduced 24.08%
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
30,668
shares
|
$605,693
0.38% of portfolio
|
Q2 2024
Added 2.05%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
30,500
shares
|
$602,375
0.0% of portfolio
|
Q1 2024
New holding
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
30,405
shares
|
$600,498
0.1% of portfolio
|
Q2 2024
Reduced 7.6%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
29,286
shares
|
$578,398
0.01% of portfolio
|
Q2 2024
Added 19.85%
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
29,036
shares
|
$573,461
0.48% of portfolio
|
Q2 2024
Added 17.56%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
28,854
shares
|
$569,866
0.01% of portfolio
|
Q2 2024
Added 50.45%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
27,417
shares
|
$541,485
0.01% of portfolio
|
Q2 2024
Added 11.95%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
27,310
shares
|
$539,372
0.04% of portfolio
|
Q2 2024
Added 10.53%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Jul 15, 2024 Q2 2024 |
26,557
shares
|
$524,500
0.21% of portfolio
|
Q2 2024
Added 31.22%
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
26,362
shares
|
$520,649
0.34% of portfolio
|
Q3 2022
Added 16.57%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
25,725
shares
|
$508,068
0.08% of portfolio
|
Q2 2024
New holding
|