Institutional Ownership Invesco Et Self Idxd Fd Tr Def (DEF)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Def (DEF). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 1.45 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 |
Nov 08, 2024 Q3 2024 |
248,102
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
153,820
shares
|
$0
1.07% of portfolio
|
Q2 2023
Reduced 0.45%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
142,241
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
130,361
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
107,834
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
73,934
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
66,095
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
49,188
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
37,397
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
34,680
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,051
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,155
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
27,005
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
25,309
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
19,182
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
19,064
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
16,599
shares
|
$0
1.24% of portfolio
|
Q3 2023
Added 1.16%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
16,308
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,183
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 60.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,921
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
11,458
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 9.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
10,090
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,640
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 27.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
9,507
shares
|
$0
0.0% of portfolio
|
Q4 2022
Reduced 13.63%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
8,963
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 39.62%
|