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 27 institutions that hold shares in the stock, with a total of 878,073 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 |
Aug 09, 2024 Q2 2024 |
250,699
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
184,017
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 6.38%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
158,585
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 32.49%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
100,741
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.49%
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 05, 2024 Q2 2024 |
21,646
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.97%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
19,293
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 26.93%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
17,952
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 83.28%
|
|
4 Thought Financial Group Inc.
|
Jul 29, 2024 Q2 2024 |
17,869
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.81%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
17,698
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
17,146
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 95.2%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
15,986
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 14.14%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
11,754
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 59.25%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,000
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
10,193
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 30.18%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,501
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 20.44%
|
|
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
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
2,870
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,041
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 99.32%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
1,385
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
977
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
859
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
401
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 95.74%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
400
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
300
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
68
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|