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 46 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
13,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
10,688
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
8,105
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
6,885
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,445
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,150
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 324.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,124
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 237.48%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
4,116
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3,883
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,870
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,476
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
2,445
shares
|
$0
0.0% of portfolio
|
Q4 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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,978
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 197700.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,394
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
300
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
161
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
68
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|