Institutional Ownership Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU)
This table provides information about the institutional ownership of Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 2.08 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
329,294
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 29.93%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
289,745
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
276,541
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 21.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
267,951
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
190,839
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 84.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
126,720
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
126,513
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
39,996
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 109.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
38,132
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 145.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,299
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 28.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
27,872
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,687
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 78.7%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
22,344
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
21,126
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
20,386
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 53.84%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
18,522
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
18,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,385
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
17,223
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
16,793
shares
|
$0
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
16,449
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
15,957
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 96.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
14,182
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
13,165
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 11.0%
|