Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSJO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSJO). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
435,404
shares
|
$9.87 Million
1.67% of portfolio
|
Q2 2023
Added 0.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,899
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
138,794
shares
|
$3.15 Million
0.21% of portfolio
|
Q4 2023
Added 16.45%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
103,256
shares
|
$2.34 Million
2.23% of portfolio
|
Q4 2022
Added 1.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
91,695
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 76.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
85,172
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.8%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
55,487
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
44,685
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2022
Added 14.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
35,119
shares
|
$796,498
0.0% of portfolio
|
Q3 2024
Added 64.4%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
21,123
shares
|
$479,069
0.41% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
14,689
shares
|
$333,146
0.29% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
14,582
shares
|
$330,719
0.01% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,066
shares
|
$319,016
0.03% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,953
shares
|
$180,374
0.16% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$62,370
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,970
shares
|
$44,679
0.0% of portfolio
|
Q1 2022
Reduced 20.24%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,175
shares
|
$26,649
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$22,680
0.0% of portfolio
|
Q4 2024
Reduced 98.97%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
733
shares
|
$16,624
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
676
shares
|
$15,331
0.0% of portfolio
|
Q2 2024
Added 14.77%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
96
shares
|
$2,177
0.0% of portfolio
|
Q2 2024
New holding
|