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 94 institutions that hold shares in the stock, with a total of 9.96 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
103,610
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
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%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
102,909
shares
|
$2.33 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
96,336
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
91,830
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
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%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
85,928
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
83,232
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
78,617
shares
|
$1.78 Million
0.59% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
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%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
71,773
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
71,527
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
69,390
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2024
Added 46.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
65,411
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
61,124
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
61,012
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,496
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
55,487
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
45,457
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
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%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
39,118
shares
|
$887,196
0.0% of portfolio
|
Q4 2023
Added 29.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
35,119
shares
|
$796,498
0.0% of portfolio
|
Q3 2024
Added 64.4%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
34,152
shares
|
$774,567
0.0% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
33,224
shares
|
$753,520
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
29,998
shares
|
$680,354
0.0% of portfolio
|
Q3 2024
Reduced 9.08%
|