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 |
|---|---|---|---|---|---|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
29,784
shares
|
$675,501
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
29,049
shares
|
$658,831
0.13% of portfolio
|
Q2 2024
Reduced 13.31%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
27,133
shares
|
$615,376
0.06% of portfolio
|
Q3 2024
Reduced 18.82%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
26,160
shares
|
$593,308
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
24,015
shares
|
$544,660
0.08% of portfolio
|
Q4 2021
Added 71.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,788
shares
|
$539,511
0.02% of portfolio
|
Q3 2024
Reduced 40.47%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
22,067
shares
|
$500,479
0.06% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
21,123
shares
|
$479,069
0.41% of portfolio
|
Q3 2024
Reduced 33.78%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
20,764
shares
|
$470,927
0.04% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,920
shares
|
$406,425
0.0% of portfolio
|
Q3 2024
Added 217.51%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
16,451
shares
|
$373,108
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15,670
shares
|
$355,395
0.15% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
15,509
shares
|
$351,744
0.27% of portfolio
|
Q2 2024
Reduced 48.48%
|
|
|
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%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
14,533
shares
|
$329,608
0.02% of portfolio
|
Q3 2024
Added 46.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,066
shares
|
$319,016
0.03% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,887
shares
|
$314,957
0.03% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,083
shares
|
$296,722
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,066
shares
|
$296,336
0.01% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,430
shares
|
$281,912
0.02% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,147
shares
|
$275,493
0.0% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,003
shares
|
$272,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,738
shares
|
$266,217
0.01% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
11,074
shares
|
$251,158
0.15% of portfolio
|
Q3 2024
Added 80.18%
|