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 99 institutions that hold shares in the stock, with a total of 7.94 Million shares, which have been reported (via 13F filing form) to have a value of $390 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,296,065
shares
|
$63.7 Million
0.03% of portfolio
|
Q1 2025
Added 25.43%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
607,884
shares
|
$29.9 Million
5.68% of portfolio
|
Q1 2025
Added 14.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
476,726
shares
|
$23.4 Million
0.06% of portfolio
|
Q1 2025
Added 80.52%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
465,251
shares
|
$22.9 Million
7.7% of portfolio
|
Q1 2025
Added 144.93%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
388,266
shares
|
$19.1 Million
3.72% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
377,845
shares
|
$18.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
265,874
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
252,259
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
251,789
shares
|
$12.4 Million
0.06% of portfolio
|
Q1 2025
Added 17.22%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
243,358
shares
|
$12 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,473
shares
|
$11.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
226,139
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
208,138
shares
|
$10.2 Million
3.91% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Apr 22, 2025 Q1 2025 |
172,394
shares
|
$8.47 Million
7.8% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
121,278
shares
|
$5.96 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
120,081
shares
|
$5.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
114,973
shares
|
$5.65 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
110,771
shares
|
$5.44 Million
2.66% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
108,119
shares
|
$5.31 Million
0.14% of portfolio
|
Q1 2025
Added 64.41%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
108,048
shares
|
$5.31 Million
1.29% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
106,973
shares
|
$5.25 Million
2.48% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
103,426
shares
|
$5.08 Million
0.5% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
97,638
shares
|
$4.8 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
94,840
shares
|
$4.66 Million
0.02% of portfolio
|
Q1 2025
Reduced 17.8%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
93,287
shares
|
$4.58 Million
2.62% of portfolio
|
Q1 2025
Reduced 15.19%
|