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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
9,895
shares
|
$224,121
0.02% of portfolio
|
Q2 2024
Added 60.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
9,032
shares
|
$204,574
0.0% of portfolio
|
Q2 2024
Reduced 80.56%
|
|
|
Ti Trust, Inc
|
Jul 26, 2024 Q2 2024 |
8,940
shares
|
$202,491
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Carmel Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
8,850
shares
|
$200,452
0.09% of portfolio
|
Q4 2023
Added 39.37%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,953
shares
|
$180,135
0.16% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
7,568
shares
|
$171,415
0.01% of portfolio
|
Q2 2024
Reduced 89.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
6,482
shares
|
$146,817
0.01% of portfolio
|
Q3 2024
Added 282.42%
|
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
6,146
shares
|
$139,206
0.09% of portfolio
|
Q2 2024
Added 166.29%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
5,644
shares
|
$127,836
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,182
shares
|
$117,372
0.0% of portfolio
|
Q2 2024
Reduced 37.98%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
3,548
shares
|
$80,362
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
3,445
shares
|
$78,029
0.03% of portfolio
|
Q2 2024
Added 594.56%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,035
shares
|
$68,742
0.0% of portfolio
|
Q3 2024
Reduced 32.48%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
2,768
shares
|
$62,695
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
2,750
shares
|
$62,287
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
2,110
shares
|
$47,791
0.0% of portfolio
|
Q2 2024
Reduced 99.54%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,970
shares
|
$44,620
0.0% of portfolio
|
Q1 2022
Reduced 20.24%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1,504
shares
|
$34,065
0.0% of portfolio
|
Q2 2024
Added 150.25%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,175
shares
|
$26,613
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
808
shares
|
$18,301
0.0% of portfolio
|
Q3 2024
Reduced 26.08%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
733
shares
|
$16,602
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
720
shares
|
$16,307
0.01% of portfolio
|
Q2 2024
Reduced 99.65%
|
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
682
shares
|
$15,447
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
676
shares
|
$15,311
0.0% of portfolio
|
Q2 2024
Added 14.77%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
650
shares
|
$14,722
0.0% of portfolio
|
Q3 2024
Reduced 87.62%
|