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 190 institutions that hold shares in the stock, with a total of 49.7 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 |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
80,693
shares
|
$1.48 Million
0.46% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
75,801
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Added 26.79%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
75,724
shares
|
$1.39 Million
0.25% of portfolio
|
Q1 2024
Added 13.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
74,333
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 7.92%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
71,480
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 29.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
65,359
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
64,603
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
64,292
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
63,947
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
63,415
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
59,773
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 15.98%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
58,733
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 64.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
57,819
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 271.44%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
57,360
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
51,393
shares
|
$943,575
0.35% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
51,280
shares
|
$941,500
0.21% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
50,348
shares
|
$924,389
0.45% of portfolio
|
Q3 2024
Added 28.17%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
50,201
shares
|
$921,690
0.54% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
49,705
shares
|
$912,583
0.07% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
43,581
shares
|
$800,147
0.52% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
39,267
shares
|
$720,942
0.09% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
37,115
shares
|
$681,431
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
36,673
shares
|
$673,316
0.0% of portfolio
|
Q3 2024
Added 98.66%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
34,682
shares
|
$636,761
0.01% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
33,340
shares
|
$612,122
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|