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 125 institutions that hold shares in the stock, with a total of 34.5 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 |
|---|---|---|---|---|---|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
220,689
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1103.06%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
219,408
shares
|
$0
0.75% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
218,016
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
212,424
shares
|
$0
0.72% of portfolio
|
Q1 2025
Added 313.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
198,678
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
193,307
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
176,342
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 49.53%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
148,401
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
141,055
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
135,903
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15907.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
127,766
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
125,479
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
123,968
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.6%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
122,800
shares
|
$0
1.59% of portfolio
|
Q2 2025
Added 17.13%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
122,040
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 85.99%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
120,253
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 91.54%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
112,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
112,118
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
99,533
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
92,953
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
90,976
shares
|
$0
1.68% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
87,925
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
82,454
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
78,379
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
74,735
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.26%
|