Institutional Ownership Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $257 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
824,299
shares
|
$41.2 Million
0.02% of portfolio
|
Q2 2024
Added 35.82%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
516,023
shares
|
$25.8 Million
2.9% of portfolio
|
Q2 2024
Added 5.05%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
451,162
shares
|
$22.6 Million
0.05% of portfolio
|
Q2 2024
Added 26.12%
|
|
Intelligence Driven Advisers, LLC
|
Aug 05, 2024 Q2 2024 |
360,471
shares
|
$18 Million
2.42% of portfolio
|
Q2 2024
Added 52.08%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
250,960
shares
|
$12.6 Million
0.26% of portfolio
|
Q2 2024
Added 0.4%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
250,548
shares
|
$12.5 Million
0.01% of portfolio
|
Q2 2024
Added 413.01%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
249,391
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2024
Added 0.75%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2024 Q2 2024 |
244,140
shares
|
$12.2 Million
1.75% of portfolio
|
Q2 2024
Added 7.28%
|
|
Arq Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
197,331
shares
|
$9.87 Million
4.19% of portfolio
|
Q2 2024
Added 37.17%
|
|
Zimmermann Investment Management & Planning LLC
|
Jul 26, 2024 Q2 2024 |
149,359
shares
|
$7.47 Million
2.52% of portfolio
|
Q2 2024
Added 35.2%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
112,442
shares
|
$5.62 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
112,296
shares
|
$5.62 Million
1.08% of portfolio
|
Q2 2024
Added 2.07%
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.54 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
104,182
shares
|
$5.21 Million
0.03% of portfolio
|
Q2 2024
Added 2.42%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
102,018
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2024
Added 46.14%
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
97,088
shares
|
$4.86 Million
2.26% of portfolio
|
Q2 2024
Added 21.54%
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Apr 19, 2024 Q1 2024 |
85,701
shares
|
$4.29 Million
2.11% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
81,448
shares
|
$4.07 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
78,887
shares
|
$3.95 Million
0.17% of portfolio
|
Q2 2024
Added 9.24%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
78,388
shares
|
$3.92 Million
0.02% of portfolio
|
Q2 2024
Added 37.51%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
77,806
shares
|
$3.89 Million
1.36% of portfolio
|
Q3 2023
Added 17.98%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
74,586
shares
|
$3.73 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
70,184
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2024
Added 165.02%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
63,737
shares
|
$3.19 Million
1.33% of portfolio
|
Q2 2024
Reduced 26.64%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
52,116
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
Added 33.04%
|