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 |
|---|---|---|---|---|---|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
49,451
shares
|
$1.14 Million
0.64% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
45,209
shares
|
$1.04 Million
0.23% of portfolio
|
Q3 2024
Added 20.16%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
45,191
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
43,821
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
42,889
shares
|
$989,020
0.0% of portfolio
|
Q3 2024
Added 121.31%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
41,863
shares
|
$965,360
0.07% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
41,156
shares
|
$949,057
0.0% of portfolio
|
Q3 2024
Added 315.97%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
41,126
shares
|
$948,365
0.65% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
40,846
shares
|
$941,908
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
39,749
shares
|
$916,611
0.24% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
36,562
shares
|
$843,119
0.02% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
36,078
shares
|
$831,958
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
35,867
shares
|
$827,093
0.01% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
35,802
shares
|
$825,594
0.47% of portfolio
|
Q3 2024
Reduced 17.5%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
35,477
shares
|
$818,099
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
34,900
shares
|
$804,794
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
33,612
shares
|
$775,092
0.15% of portfolio
|
Q3 2024
Added 69.44%
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
33,558
shares
|
$773,847
0.16% of portfolio
|
Q2 2024
Added 1.32%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
32,681
shares
|
$753,623
0.01% of portfolio
|
Q3 2024
Added 55.17%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
32,481
shares
|
$749,011
0.04% of portfolio
|
Q3 2024
Reduced 42.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
32,018
shares
|
$738,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
31,700
shares
|
$731,002
0.03% of portfolio
|
Q3 2024
Added 25.02%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
29,728
shares
|
$685,527
0.0% of portfolio
|
Q4 2023
Added 42.81%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
29,650
shares
|
$683,729
0.02% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
29,264
shares
|
$674,827
0.04% of portfolio
|
Q2 2024
Added 21.38%
|