Institutional Ownership Invesco Exg Tr Slf Indx Fd Tr (BSCW)
This table provides information about the institutional ownership of Invesco Exg Tr Slf Indx Fd Tr (BSCW). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 38.3 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,526,250
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 44.77%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,645,887
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,925,312
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,113,203
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,868,492
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,660,773
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.2%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,548,848
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
1,416,279
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,019,441
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
730,929
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 35.54%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
716,005
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
687,736
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
670,851
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
648,023
shares
|
$0
5.93% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
597,161
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
524,774
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
521,041
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
516,152
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
485,796
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
374,658
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
363,105
shares
|
$0
1.16% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
336,498
shares
|
$0
0.82% of portfolio
|
Q3 2025
Added 30.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
332,820
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 66.16%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
327,484
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
306,754
shares
|
$0
0.02% of portfolio
|
Q2 2025
Added 3.31%
|