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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,171
shares
|
$469,187
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
24,795
shares
|
$462,178
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
23,909
shares
|
$445,663
0.12% of portfolio
|
Q1 2025
Added 62.66%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
23,773
shares
|
$443,128
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
23,593
shares
|
$439,773
0.01% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,939
shares
|
$427,582
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
22,842
shares
|
$425,774
0.38% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
22,287
shares
|
$415,429
0.36% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
21,921
shares
|
$408,607
0.17% of portfolio
|
Q1 2025
Added 8.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
21,850
shares
|
$407,284
0.01% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
21,648
shares
|
$403,518
0.11% of portfolio
|
Q2 2025
Added 55.99%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
21,629
shares
|
$403,164
0.05% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
20,989
shares
|
$391,234
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
20,845
shares
|
$388,550
0.29% of portfolio
|
Q1 2025
Added 95.73%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
20,014
shares
|
$373,060
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
19,958
shares
|
$372,017
0.1% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
19,810
shares
|
$369,258
0.0% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
18,915
shares
|
$352,575
0.18% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
18,900
shares
|
$352,296
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,804
shares
|
$350,506
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Financial Corp
Houston, TX |
May 08, 2025 Q1 2025 |
18,569
shares
|
$346,126
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
17,329
shares
|
$323,012
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
17,048
shares
|
$317,774
0.01% of portfolio
|
Q1 2025
Added 32.03%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
16,870
shares
|
$314,456
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
16,742
shares
|
$312,070
0.16% of portfolio
|
Q4 2024
Added 0.49%
|