Institutional Ownership Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 49.9 Million shares, which have been reported (via 13F filing form) to have a value of $913 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,423,376
shares
|
$80.9 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,703,012
shares
|
$49.4 Million
0.81% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,550,819
shares
|
$46.7 Million
0.03% of portfolio
|
Q3 2024
Added 71.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,413,167
shares
|
$44.1 Million
1.25% of portfolio
|
Q1 2024
Added 15.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,162,775
shares
|
$39.6 Million
0.65% of portfolio
|
Q3 2024
Added 37.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,969,430
shares
|
$36 Million
1.53% of portfolio
|
Q3 2024
Added 20.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,845,994
shares
|
$33.8 Million
0.02% of portfolio
|
Q3 2024
Added 44.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,750,455
shares
|
$32 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,678,513
shares
|
$30.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,359,055
shares
|
$24.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,351,775
shares
|
$24.7 Million
0.0% of portfolio
|
Q3 2024
Added 7.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,247,321
shares
|
$22.8 Million
0.0% of portfolio
|
Q3 2024
Added 47.31%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,172,032
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,161,426
shares
|
$21.2 Million
0.06% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,010,581
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
847,419
shares
|
$15.5 Million
0.38% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
844,798
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
843,172
shares
|
$15.4 Million
0.98% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
828,201
shares
|
$15.1 Million
1.23% of portfolio
|
Q3 2024
Added 116.29%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
774,468
shares
|
$14.2 Million
0.78% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
767,574
shares
|
$14 Million
0.07% of portfolio
|
Q3 2024
Added 460.4%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
686,832
shares
|
$12.6 Million
2.24% of portfolio
|
Q3 2024
Added 189.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
679,330
shares
|
$12.4 Million
0.02% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
663,696
shares
|
$12.1 Million
4.76% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
545,321
shares
|
$9.97 Million
0.04% of portfolio
|
Q3 2024
Added 2.9%
|