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 102 institutions that hold shares in the stock, with a total of 8.19 Million shares, which have been reported (via 13F filing form) to have a value of $427 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,445,230
shares
|
$75.5 Million
0.03% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
684,623
shares
|
$35.7 Million
0.01% of portfolio
|
Q2 2025
Added 81.19%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
607,884
shares
|
$31.7 Million
5.68% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
553,625
shares
|
$28.9 Million
4.37% of portfolio
|
Q2 2025
Added 42.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
498,919
shares
|
$26 Million
0.06% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
273,733
shares
|
$14.3 Million
4.37% of portfolio
|
Q2 2025
Reduced 41.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
251,426
shares
|
$13.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
236,620
shares
|
$12.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
226,139
shares
|
$11.8 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
220,557
shares
|
$11.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
208,138
shares
|
$10.9 Million
3.52% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jul 14, 2025 Q2 2025 |
170,065
shares
|
$8.88 Million
7.58% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
141,984
shares
|
$7.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.6%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
131,010
shares
|
$6.84 Million
2.5% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
129,200
shares
|
$6.75 Million
1.03% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
122,507
shares
|
$6.4 Million
0.02% of portfolio
|
Q2 2025
Added 29.17%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
120,660
shares
|
$6.3 Million
0.33% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
115,203
shares
|
$6.01 Million
0.11% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.78 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
107,390
shares
|
$5.61 Million
1.99% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
104,932
shares
|
$5.48 Million
2.7% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
92,919
shares
|
$4.85 Million
0.16% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
92,682
shares
|
$4.84 Million
0.12% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
89,882
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 372.79%
|