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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
10,574
shares
|
$194,138
0.06% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,574
shares
|
$194,138
0.01% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,559
shares
|
$193,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
10,321
shares
|
$189,493
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
10,111
shares
|
$185,637
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
10,009
shares
|
$183,765
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
9,356
shares
|
$171,776
0.0% of portfolio
|
Q3 2024
Added 33.28%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
7,875
shares
|
$144,585
0.12% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,253
shares
|
$133,165
0.0% of portfolio
|
Q3 2024
Added 417.7%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,865
shares
|
$126,041
0.01% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,865
shares
|
$126,041
0.01% of portfolio
|
Q2 2023
Added 1.31%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
6,208
shares
|
$113,978
0.02% of portfolio
|
Q2 2024
Added 15.39%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
5,752
shares
|
$105,606
0.01% of portfolio
|
Q2 2023
Reduced 15.77%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,684
shares
|
$104,358
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,629
shares
|
$103,348
0.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,240
shares
|
$77,846
0.01% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
3,807
shares
|
$69,896
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3,499
shares
|
$64,241
0.01% of portfolio
|
Q2 2023
Added 73.91%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,497
shares
|
$64,204
0.0% of portfolio
|
Q2 2024
Reduced 38.65%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
3,000
shares
|
$55,080
0.01% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,234
shares
|
$41,016
0.0% of portfolio
|
Q2 2024
Added 26.64%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,100
shares
|
$38,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,617
shares
|
$29,688
0.0% of portfolio
|
Q3 2024
Reduced 52.24%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,588
shares
|
$29,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
1,385
shares
|
$25,428
0.0% of portfolio
|
Q3 2024
New holding
|