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 104 institutions that hold shares in the stock, with a total of 8.06 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
62,587
shares
|
$3.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
60,545
shares
|
$3.39 Million
0.97% of portfolio
|
Q3 2025
Reduced 77.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
59,076
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.31%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
52,423
shares
|
$2.93 Million
0.47% of portfolio
|
Q4 2025
Added 82.89%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
49,768
shares
|
$2.78 Million
1.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
44,622
shares
|
$2.5 Million
1.73% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
44,575
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
37,560
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 38.29%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
33,987
shares
|
$1.9 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
32,196
shares
|
$1.8 Million
3.13% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
30,865
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,127
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
25,160
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2025
Added 2.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
23,412
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
23,159
shares
|
$1.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 80.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
22,941
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
21,726
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2025
Added 49.53%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
21,488
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 25.63%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
20,240
shares
|
$1.13 Million
0.87% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
19,011
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
17,881
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
14,356
shares
|
$802,931
0.07% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,756
shares
|
$769,373
0.01% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
11,092
shares
|
$620,375
0.01% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,930
shares
|
$611,314
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|