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 236 institutions that hold shares in the stock, with a total of 71.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
290,699
shares
|
$5.36 Million
1.49% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
278,775
shares
|
$5.14 Million
0.03% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
260,113
shares
|
$4.79 Million
1.26% of portfolio
|
Q4 2024
Added 1412.28%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
259,345
shares
|
$4.78 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
252,394
shares
|
$4.65 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.25%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
235,499
shares
|
$4.34 Million
1.07% of portfolio
|
Q4 2024
Added 32.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
231,810
shares
|
$4.27 Million
0.38% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
223,564
shares
|
$4.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
222,108
shares
|
$4.09 Million
1.21% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
220,799
shares
|
$4.07 Million
0.0% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
214,066
shares
|
$3.95 Million
0.12% of portfolio
|
Q4 2024
Added 51.46%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
205,333
shares
|
$3.78 Million
2.04% of portfolio
|
Q4 2024
Reduced 7.56%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
198,133
shares
|
$3.65 Million
2.78% of portfolio
|
Q4 2024
Added 12.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
195,639
shares
|
$3.61 Million
0.17% of portfolio
|
Q4 2024
Added 1076.49%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
193,433
shares
|
$3.56 Million
1.62% of portfolio
|
Q4 2024
Added 284.19%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
188,937
shares
|
$3.48 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
173,852
shares
|
$3.2 Million
0.55% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
171,804
shares
|
$3.17 Million
0.48% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
164,495
shares
|
$3.03 Million
0.08% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
163,722
shares
|
$3.02 Million
0.26% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
157,911
shares
|
$2.91 Million
0.64% of portfolio
|
Q4 2024
Added 34.41%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
155,325
shares
|
$2.86 Million
0.45% of portfolio
|
Q4 2024
Added 18.81%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
154,078
shares
|
$2.84 Million
1.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
152,800
shares
|
$2.82 Million
0.23% of portfolio
|
Q2 2024
Added 204.98%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
150,574
shares
|
$2.78 Million
0.18% of portfolio
|
Q3 2024
New holding
|