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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
75,086
shares
|
$1.7 Million
0.72% of portfolio
|
Q2 2024
Added 5.9%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
71,133
shares
|
$1.61 Million
0.47% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
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%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
67,620
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
67,402
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Added 45441.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
61,124
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
59,422
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
57,496
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
Reduced 15.37%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
55,928
shares
|
$1.27 Million
0.87% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
55,487
shares
|
$1.26 Million
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
55,435
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2024
Added 3.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
50,066
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2024
Added 410.36%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
47,252
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Retirement Solution Inc.
|
Jul 25, 2024 Q2 2024 |
44,852
shares
|
$1.02 Million
0.72% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
44,850
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.24%
|
|
|
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%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
43,902
shares
|
$994,380
0.56% of portfolio
|
Q3 2024
Reduced 47.8%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
43,863
shares
|
$993,496
0.06% of portfolio
|
Q3 2024
Added 10.4%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
40,508
shares
|
$917,506
0.01% of portfolio
|
Q2 2024
Reduced 14.21%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
39,750
shares
|
$900,337
0.01% of portfolio
|
Q1 2024
Added 6.14%
|
|
|
Brown Advisory Inc
|
Aug 14, 2024 Q2 2024 |
39,118
shares
|
$886,022
0.0% of portfolio
|
Q4 2023
Added 29.38%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
36,205
shares
|
$820,043
0.02% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
36,180
shares
|
$819,477
0.52% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
36,140
shares
|
$818,571
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
35,119
shares
|
$795,445
0.0% of portfolio
|
Q3 2024
Added 64.4%
|