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 76 institutions that hold shares in the stock, with a total of 5.79 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
59,849
shares
|
$2.96 Million
0.01% of portfolio
|
Q3 2024
Added 62.51%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
38,922
shares
|
$1.93 Million
0.68% of portfolio
|
Q3 2024
Reduced 73.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,614
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
31,106
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
27,825
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 21.42%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 21, 2024 Q3 2024 |
27,572
shares
|
$1.37 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
27,536
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
26,268
shares
|
$1.3 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
23,681
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
16,864
shares
|
$835,442
0.01% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
16,133
shares
|
$799,228
0.71% of portfolio
|
Q3 2024
Added 220.1%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
15,412
shares
|
$763,510
0.04% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,148
shares
|
$552,271
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
11,015
shares
|
$545,683
0.09% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,668
shares
|
$528,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,102
shares
|
$500,453
0.08% of portfolio
|
Q1 2023
Added 5.58%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
8,262
shares
|
$409,299
0.14% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
7,919
shares
|
$392,307
0.01% of portfolio
|
Q3 2024
Added 29.54%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
7,718
shares
|
$382,349
0.08% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
7,666
shares
|
$379,773
0.0% of portfolio
|
Q3 2024
Added 1955.23%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
7,660
shares
|
$379,476
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,584
shares
|
$375,711
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
7,500
shares
|
$371,550
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,194
shares
|
$356,390
0.02% of portfolio
|
Q3 2024
Added 38.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,743
shares
|
$334,048
0.0% of portfolio
|
Q3 2024
Reduced 5.53%
|