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 184 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $612 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
103,789
shares
|
$2.39 Million
0.8% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
100,532
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
99,946
shares
|
$2.3 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
99,512
shares
|
$2.29 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
94,957
shares
|
$2.19 Million
0.78% of portfolio
|
Q3 2024
Added 16.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
92,830
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.37%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
89,666
shares
|
$2.07 Million
1.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
87,843
shares
|
$2.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
87,331
shares
|
$2.01 Million
0.69% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
80,606
shares
|
$1.86 Million
1.39% of portfolio
|
Q3 2024
Added 18.22%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
77,196
shares
|
$1.78 Million
0.13% of portfolio
|
Q3 2024
Reduced 18.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
72,040
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
71,751
shares
|
$1.65 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
70,545
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
63,698
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
63,270
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
59,861
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
58,380
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Added 33.22%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
56,949
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2024
Added 40.84%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
56,828
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2024
Added 16.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
56,361
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2024
Added 14.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
56,078
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
54,150
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 22.55%
|