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 192 institutions that hold shares in the stock, with a total of 25.9 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
108,151
shares
|
$2.5 Million
1.39% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
107,454
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 20.14%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
104,317
shares
|
$2.41 Million
2.25% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
101,999
shares
|
$2.35 Million
0.43% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
100,318
shares
|
$2.32 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
93,742
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
92,609
shares
|
$2.14 Million
0.09% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
89,226
shares
|
$2.06 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
87,161
shares
|
$2.01 Million
1.5% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
86,654
shares
|
$2 Million
0.83% of portfolio
|
Q1 2025
Added 168.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
85,630
shares
|
$1.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 39.37%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
81,692
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 39.09%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
80,833
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
73,467
shares
|
$1.7 Million
0.54% of portfolio
|
Q2 2025
Added 4.4%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
73,325
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
72,438
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
71,123
shares
|
$1.64 Million
0.28% of portfolio
|
Q2 2025
Reduced 40.24%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
70,149
shares
|
$1.62 Million
1.49% of portfolio
|
Q1 2025
Added 34.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
67,964
shares
|
$1.57 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
66,382
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
66,064
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
64,752
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
61,985
shares
|
$1.43 Million
1.24% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
61,973
shares
|
$1.43 Million
0.47% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
57,196
shares
|
$1.32 Million
0.29% of portfolio
|
Q1 2025
Added 5.41%
|