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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
17,743
shares
|
$401,878
0.03% of portfolio
|
Q2 2024
Reduced 51.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
17,120
shares
|
$387,768
0.01% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
16,708
shares
|
$378,436
0.19% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
16,358
shares
|
$370,508
0.2% of portfolio
|
Q2 2024
Added 15.46%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
15,955
shares
|
$361,380
0.01% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,766
shares
|
$357,099
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
15,670
shares
|
$354,925
0.15% of portfolio
|
Q3 2024
Reduced 7.82%
|
|
|
Wespac Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
15,509
shares
|
$351,278
0.28% of portfolio
|
Q2 2024
Reduced 48.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
15,414
shares
|
$349,127
0.01% of portfolio
|
Q3 2024
Reduced 42.47%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Aug 09, 2024 Q2 2024 |
14,689
shares
|
$332,705
0.26% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,635
shares
|
$331,482
0.0% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,066
shares
|
$318,594
0.03% of portfolio
|
Q3 2022
Reduced 0.8%
|
|
|
Patton Albertson Miller Group, LLC
|
Aug 02, 2024 Q2 2024 |
13,980
shares
|
$316,647
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
13,622
shares
|
$308,538
0.0% of portfolio
|
Q2 2024
Added 6.69%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
13,571
shares
|
$307,383
0.17% of portfolio
|
Q3 2024
Reduced 60.81%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
13,440
shares
|
$304,416
0.02% of portfolio
|
Q2 2024
Reduced 45.53%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,083
shares
|
$296,329
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
12,807
shares
|
$290,078
0.02% of portfolio
|
Q2 2024
Added 10.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,176
shares
|
$275,786
0.0% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
12,094
shares
|
$273,929
0.18% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
11,962
shares
|
$270,939
0.05% of portfolio
|
Q2 2024
Added 21.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
11,738
shares
|
$265,865
0.03% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,500
shares
|
$237,824
0.02% of portfolio
|
Q4 2023
Reduced 8.7%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
10,104
shares
|
$228,855
0.0% of portfolio
|
Q2 2024
Added 2.16%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,060
shares
|
$227,859
0.02% of portfolio
|
Q3 2024
Reduced 13.28%
|