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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
62,091
shares
|
$1.22 Million
0.38% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
61,897
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
61,476
shares
|
$1.21 Million
1.2% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
58,938
shares
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Added 16.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
58,088
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
57,312
shares
|
$1.13 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
56,319
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
56,267
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
56,038
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
55,969
shares
|
$1.1 Million
0.17% of portfolio
|
Q2 2024
Reduced 27.23%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
55,586
shares
|
$1.09 Million
0.55% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
55,420
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
55,234
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
54,996
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
54,975
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
54,598
shares
|
$1.07 Million
0.35% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
53,115
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
51,594
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 26.84%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
50,644
shares
|
$995,661
0.14% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
48,724
shares
|
$957,913
0.69% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
48,723
shares
|
$957,894
0.06% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
48,089
shares
|
$945,429
0.2% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,700
shares
|
$937,782
0.72% of portfolio
|
Q1 2025
Added 64.28%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
46,186
shares
|
$908,016
0.1% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
46,020
shares
|
$904,753
0.17% of portfolio
|
Q1 2025
Added 110.09%
|