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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
14,671
shares
|
$338,313
0.0% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,221
shares
|
$327,936
0.01% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
14,001
shares
|
$322,863
0.03% of portfolio
|
Q3 2022
Reduced 3.13%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,902
shares
|
$320,580
0.06% of portfolio
|
Q3 2023
Reduced 10.32%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
13,774
shares
|
$317,628
0.03% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
13,341
shares
|
$307,643
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
12,650
shares
|
$291,709
0.0% of portfolio
|
Q3 2024
Added 59.12%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
12,550
shares
|
$289,403
0.03% of portfolio
|
Q2 2024
Reduced 49.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
12,414
shares
|
$286,266
0.01% of portfolio
|
Q3 2024
Reduced 32.4%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
11,656
shares
|
$268,787
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
11,338
shares
|
$261,454
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
11,327
shares
|
$261,200
0.14% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,949
shares
|
$252,483
0.16% of portfolio
|
Q3 2024
Added 79.43%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
10,816
shares
|
$249,416
0.02% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,915
shares
|
$228,639
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,692
shares
|
$223,497
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
9,594
shares
|
$221,237
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
9,060
shares
|
$208,923
0.15% of portfolio
|
Q4 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
8,650
shares
|
$199,469
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
8,613
shares
|
$198,615
0.03% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,592
shares
|
$198,131
0.02% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,613
shares
|
$175,555
0.01% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,892
shares
|
$158,929
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
6,676
shares
|
$153,948
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
6,150
shares
|
$141,819
0.01% of portfolio
|
Q4 2023
Reduced 8.15%
|