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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
41,684
shares
|
$776,989
0.02% of portfolio
|
Q1 2025
Added 45.99%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
40,614
shares
|
$757,044
0.38% of portfolio
|
Q1 2025
Added 191.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
40,047
shares
|
$746,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
39,228
shares
|
$731,209
0.41% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
37,000
shares
|
$689,680
0.13% of portfolio
|
Q1 2025
Added 236.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
36,162
shares
|
$674,059
0.04% of portfolio
|
Q2 2025
Added 41.63%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
35,852
shares
|
$668,281
0.52% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,216
shares
|
$656,426
0.03% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
34,648
shares
|
$645,838
0.0% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
33,910
shares
|
$632,082
0.01% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
33,332
shares
|
$621,308
0.0% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
32,958
shares
|
$614,337
0.01% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
32,674
shares
|
$609,043
0.01% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,681
shares
|
$590,533
0.01% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
30,730
shares
|
$572,807
0.0% of portfolio
|
Q1 2025
Reduced 66.53%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
30,514
shares
|
$568,780
0.34% of portfolio
|
Q1 2025
Reduced 4.69%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
29,295
shares
|
$546,058
0.25% of portfolio
|
Q2 2025
Added 68.15%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
29,148
shares
|
$543,318
0.06% of portfolio
|
Q1 2025
Added 32.24%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
28,234
shares
|
$526,281
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
28,171
shares
|
$525,107
0.15% of portfolio
|
Q1 2025
Added 69.03%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
27,992
shares
|
$521,770
0.22% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
27,500
shares
|
$512,600
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
27,154
shares
|
$506,150
0.1% of portfolio
|
Q1 2024
Added 58.3%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
25,929
shares
|
$483,316
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
25,349
shares
|
$472,505
0.03% of portfolio
|
Q1 2025
New holding
|