Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $559 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
2,389,222
shares
|
$55.2 Million
9.23% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,872,901
shares
|
$43.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
1,586,241
shares
|
$36.6 Million
7.73% of portfolio
|
Q2 2025
Added 22.71%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,136,499
shares
|
$26.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,077,728
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
700,261
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
615,461
shares
|
$14.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.66%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
536,036
shares
|
$12.4 Million
2.91% of portfolio
|
Q2 2025
Reduced 6.97%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
532,012
shares
|
$12.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
500,895
shares
|
$11.6 Million
0.36% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
492,654
shares
|
$11.4 Million
9.36% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
489,692
shares
|
$11.3 Million
9.59% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
479,398
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.89%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
431,407
shares
|
$9.97 Million
2.03% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
411,444
shares
|
$9.5 Million
2.05% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
391,995
shares
|
$9.06 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
364,180
shares
|
$8.41 Million
0.02% of portfolio
|
Q2 2025
Added 18.58%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
355,765
shares
|
$8.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
345,052
shares
|
$7.97 Million
2.08% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
312,153
shares
|
$7.21 Million
3.44% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
291,035
shares
|
$6.72 Million
1.14% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
249,649
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
243,663
shares
|
$5.63 Million
0.16% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
233,139
shares
|
$5.39 Million
2.79% of portfolio
|
Q2 2025
Added 2.1%
|