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 273 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
890,626
shares
|
$16.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 30.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
753,369
shares
|
$14 Million
0.03% of portfolio
|
Q1 2025
Added 38.79%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
708,495
shares
|
$13.2 Million
0.83% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
682,511
shares
|
$12.7 Million
4.81% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
679,330
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
606,232
shares
|
$11.3 Million
0.04% of portfolio
|
Q1 2025
Added 24.68%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
579,822
shares
|
$10.8 Million
0.99% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
572,271
shares
|
$10.7 Million
1.78% of portfolio
|
Q1 2025
Added 16.42%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
570,258
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
531,853
shares
|
$9.91 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
515,398
shares
|
$9.61 Million
4.35% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
507,443
shares
|
$9.46 Million
0.19% of portfolio
|
Q1 2025
Added 32.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
505,652
shares
|
$9.43 Million
3.22% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
495,581
shares
|
$9.24 Million
0.76% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
490,584
shares
|
$9.14 Million
1.98% of portfolio
|
Q2 2025
Added 14.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
489,617
shares
|
$9.13 Million
0.06% of portfolio
|
Q1 2025
Added 250.81%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
463,985
shares
|
$8.65 Million
3.47% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
461,685
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
447,051
shares
|
$8.33 Million
3.13% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
397,658
shares
|
$7.41 Million
0.17% of portfolio
|
Q1 2025
Added 12.99%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
382,662
shares
|
$7.13 Million
1.51% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
375,855
shares
|
$7.01 Million
0.29% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
375,243
shares
|
$6.99 Million
0.11% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$6.95 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
372,654
shares
|
$6.95 Million
1.63% of portfolio
|
Q2 2025
Added 5.06%
|