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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
143,339
shares
|
$3.25 Million
0.09% of portfolio
|
Q1 2024
Added 2.3%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
139,780
shares
|
$3.17 Million
1.13% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
138,794
shares
|
$3.14 Million
0.21% of portfolio
|
Q4 2023
Added 16.45%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
136,817
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2024
Added 192.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
119,593
shares
|
$2.71 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
116,786
shares
|
$2.65 Million
0.03% of portfolio
|
Q2 2024
Added 83.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
103,954
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 08, 2024 Q2 2024 |
103,874
shares
|
$2.35 Million
0.4% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
103,343
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.89%
|
|
|
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%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
101,836
shares
|
$2.31 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
99,114
shares
|
$2.24 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
96,336
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Fca Corp
Houston, TX |
Aug 13, 2024 Q2 2024 |
93,796
shares
|
$2.12 Million
0.7% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
92,849
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.28%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
88,812
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
86,908
shares
|
$1.97 Million
0.67% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
84,651
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2024
Added 7.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
84,122
shares
|
$1.91 Million
0.7% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
84,021
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 6.6%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
83,734
shares
|
$1.9 Million
1.42% of portfolio
|
Q3 2024
Added 21.83%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
78,161
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
76,517
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2024
Added 534.1%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
76,267
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Reduced 31.54%
|