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 49 institutions that hold shares in the stock, with a total of 3.4 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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
523,003
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 89.12%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
395,490
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1670.01%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
336,228
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
296,187
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
281,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
258,300
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
240,471
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2866.95%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
237,888
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
156,243
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
129,608
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
53,772
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 34.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
46,256
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
42,019
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 267.4%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
30,648
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
29,633
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
28,966
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 104.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
23,701
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
19,210
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,921
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
18,762
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
18,393
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
17,910
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
17,122
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
16,810
shares
|
$0
0.13% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
16,449
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|