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 39 institutions that hold shares in the stock, with a total of 1.74 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 |
|---|---|---|---|---|---|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
273,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
253,446
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
247,692
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
226,855
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
129,998
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 159.9%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
122,162
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
117,563
shares
|
$0
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
103,496
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 319.98%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
98,090
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 224.2%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
26,604
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
23,845
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
22,086
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
19,080
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
18,295
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,409
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
16,698
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,510
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
15,018
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
13,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
13,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
11,954
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,860
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
11,816
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 41.45%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
6,637
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|