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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
16,660
shares
|
$305,877
0.18% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,629
shares
|
$305,308
0.02% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
16,413
shares
|
$301,342
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
16,335
shares
|
$299,910
0.0% of portfolio
|
Q2 2024
Added 50.76%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
16,071
shares
|
$295,063
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,588
shares
|
$286,195
0.01% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
15,370
shares
|
$282,193
0.03% of portfolio
|
Q3 2024
Added 46.56%
|
|
|
Brown Financial Advisory
|
Oct 24, 2024 Q3 2024 |
14,683
shares
|
$269,579
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
14,563
shares
|
$267,376
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
13,787
shares
|
$253,129
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
13,641
shares
|
$250,448
0.01% of portfolio
|
Q3 2024
Added 84.24%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,623
shares
|
$250,118
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
13,600
shares
|
$249,696
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
13,558
shares
|
$248,924
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
13,375
shares
|
$245,565
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,632
shares
|
$231,923
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
12,554
shares
|
$230,491
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
12,485
shares
|
$229,224
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,476
shares
|
$229,059
0.01% of portfolio
|
Q3 2024
Added 2084.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
12,015
shares
|
$220,595
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,087
shares
|
$203,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,980
shares
|
$201,592
0.0% of portfolio
|
Q2 2024
Added 23.47%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
10,866
shares
|
$199,499
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
10,605
shares
|
$194,707
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,584
shares
|
$194,322
0.0% of portfolio
|
Q2 2024
Reduced 5.73%
|