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 165 institutions that hold shares in the stock, with a total of 21.5 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ff Advisors,Llc
Manhattan Beach, CA |
Apr 18, 2024 Q1 2024 |
196,061
shares
|
$4.5 Million
3.11% of portfolio
|
Q1 2024
Added 44.16%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
189,694
shares
|
$4.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 27.48%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
173,676
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2024
Added 170.97%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Apr 30, 2024 Q1 2024 |
164,452
shares
|
$3.78 Million
1.09% of portfolio
|
Q1 2024
Added 29.48%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
154,730
shares
|
$3.55 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 10, 2024 Q1 2024 |
147,361
shares
|
$3.38 Million
3.2% of portfolio
|
Q1 2024
Added 14.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
142,155
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2024
Added 25.14%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
138,797
shares
|
$3.19 Million
0.21% of portfolio
|
Q4 2023
Added 19.48%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
134,398
shares
|
$3.09 Million
0.07% of portfolio
|
Q1 2024
Added 1318.15%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
134,039
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2023
Reduced 12.73%
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
130,894
shares
|
$3.01 Million
1.93% of portfolio
|
Q4 2023
Added 39.01%
|
|
Private Client Services, LLC
Louisville, KY |
May 10, 2024 Q1 2024 |
126,768
shares
|
$2.91 Million
1.95% of portfolio
|
Q1 2024
Added 53.83%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
124,723
shares
|
$2.86 Million
0.02% of portfolio
|
Q1 2024
Reduced 51.78%
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 13, 2024 Q1 2024 |
122,530
shares
|
$2.81 Million
0.95% of portfolio
|
Q1 2024
Added 5.78%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
113,429
shares
|
$2.6 Million
0.03% of portfolio
|
Q1 2024
Added 56.53%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 09, 2024 Q1 2024 |
112,960
shares
|
$2.59 Million
0.96% of portfolio
|
Q1 2024
Added 8.03%
|
|
Fusion Family Wealth LLC
|
May 10, 2024 Q1 2024 |
112,029
shares
|
$2.57 Million
0.27% of portfolio
|
Q1 2024
Reduced 11.85%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
May 03, 2024 Q1 2024 |
108,419
shares
|
$2.49 Million
1.0% of portfolio
|
Q1 2024
Added 862.44%
|
|
Northwest Bancshares, Inc.
Warren, PA |
Apr 26, 2024 Q1 2024 |
104,612
shares
|
$2.4 Million
0.38% of portfolio
|
Q1 2024
Added 0.38%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
104,317
shares
|
$2.4 Million
2.25% of portfolio
|
Q4 2022
Added 2.7%
|
|
Verity Asset Management, Inc.
Durham, NC |
May 28, 2024 Q1 2024 |
101,317
shares
|
$2.33 Million
1.3% of portfolio
|
Q1 2024
Added 418.38%
|
|
Paradiem, LLC
|
Apr 22, 2024 Q1 2024 |
99,537
shares
|
$2.29 Million
0.59% of portfolio
|
Q1 2024
Added 0.87%
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
90,456
shares
|
$2.08 Million
0.17% of portfolio
|
Q1 2024
Added 13.53%
|
|
S.E.E.D. Planning Group LLC
|
Apr 16, 2024 Q1 2024 |
90,298
shares
|
$2.07 Million
0.78% of portfolio
|
Q1 2024
Added 2.12%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
90,142
shares
|
$2.07 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.23%
|