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 |
|---|---|---|---|---|---|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
187,893
shares
|
$3.5 Million
1.57% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
185,804
shares
|
$3.46 Million
3.51% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
185,121
shares
|
$3.45 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
181,617
shares
|
$3.39 Million
1.09% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
177,772
shares
|
$3.31 Million
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
175,986
shares
|
$3.28 Million
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
173,609
shares
|
$3.24 Million
0.28% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
171,186
shares
|
$3.19 Million
0.04% of portfolio
|
Q1 2025
Added 51.02%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
161,492
shares
|
$3.01 Million
0.26% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
152,130
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
143,785
shares
|
$2.68 Million
0.85% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
143,125
shares
|
$2.67 Million
0.03% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
142,040
shares
|
$2.65 Million
0.04% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
138,015
shares
|
$2.57 Million
0.82% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
137,463
shares
|
$2.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
136,870
shares
|
$2.55 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
134,261
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
133,979
shares
|
$2.5 Million
2.06% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
133,030
shares
|
$2.48 Million
1.13% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
131,354
shares
|
$2.45 Million
0.53% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
126,429
shares
|
$2.36 Million
0.37% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
120,688
shares
|
$2.25 Million
0.15% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
120,252
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
116,012
shares
|
$2.16 Million
0.43% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
115,050
shares
|
$2.14 Million
0.01% of portfolio
|
Q1 2025
Added 32.97%
|