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 92 institutions that hold shares in the stock, with a total of 21.3 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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
22,977
shares
|
$0
0.15% of portfolio
|
Q3 2024
Reduced 93.36%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
21,585
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,566
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
17,460
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
16,685
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 89.45%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
16,593
shares
|
$0
0.0% of portfolio
|
Q2 2023
Added 24.28%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
16,357
shares
|
$0
0.19% of portfolio
|
Q2 2024
Added 17.6%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
15,959
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
15,400
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
15,132
shares
|
$0
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
14,712
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
13,660
shares
|
$0
0.23% of portfolio
|
Q2 2024
Added 36.21%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
13,592
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
13,375
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 12.39%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
12,685
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 24.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
12,674
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
12,461
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,965
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,602
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 192.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,599
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 56.31%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
10,465
shares
|
$0
0.17% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
9,574
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
9,174
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 17.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,053
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 39.54%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
7,636
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.53%
|