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 162 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
1,721,843
shares
|
$39 Million
7.16% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,269,697
shares
|
$28.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
769,208
shares
|
$17.4 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
653,884
shares
|
$14.8 Million
0.01% of portfolio
|
Q2 2024
Added 2.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
622,219
shares
|
$14.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
588,200
shares
|
$13.3 Million
0.12% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
576,331
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.53%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
441,953
shares
|
$10 Million
0.04% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
434,612
shares
|
$9.84 Million
1.94% of portfolio
|
Q1 2023
Added 32.86%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
412,337
shares
|
$9.34 Million
2.1% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
410,061
shares
|
$9.29 Million
0.13% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
350,920
shares
|
$7.95 Million
0.32% of portfolio
|
Q2 2024
Added 6.48%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
349,850
shares
|
$7.92 Million
0.54% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
318,257
shares
|
$7.21 Million
0.32% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
297,060
shares
|
$6.73 Million
1.69% of portfolio
|
Q2 2024
Added 160.8%
|
|
|
Kaye Capital Management
El Segundo, CA |
Oct 21, 2024 Q3 2024 |
278,130
shares
|
$6.3 Million
2.76% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
218,021
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
209,800
shares
|
$4.75 Million
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
180,555
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2024
Added 23.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
179,020
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 08, 2024 Q2 2024 |
177,305
shares
|
$4.02 Million
3.7% of portfolio
|
Q2 2024
Reduced 3.2%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
174,793
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2024
Added 179.56%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
164,934
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
164,899
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
157,026
shares
|
$3.56 Million
1.34% of portfolio
|
Q3 2024
Added 0.12%
|