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 8.77 Million shares, which have been reported (via 13F filing form) to have a value of $446 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,564
shares
|
$334,107
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
6,350
shares
|
$323,215
0.02% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
5,866
shares
|
$298,579
0.05% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
5,848
shares
|
$297,663
0.08% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,327
shares
|
$271,144
0.0% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
5,284
shares
|
$268,955
0.05% of portfolio
|
Q3 2024
Added 16.59%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,260
shares
|
$267,734
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,080
shares
|
$258,572
0.01% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Oct 24, 2024 Q3 2024 |
4,665
shares
|
$237,448
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,079
shares
|
$207,621
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,626
shares
|
$184,563
0.0% of portfolio
|
Q3 2024
Added 50.08%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,827
shares
|
$143,894
0.0% of portfolio
|
Q3 2024
Added 49.66%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$121,651
0.01% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,377
shares
|
$70,089
0.0% of portfolio
|
Q3 2024
Reduced 75.13%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$50,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
961
shares
|
$48,914
0.0% of portfolio
|
Q3 2024
Reduced 61.88%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
940
shares
|
$47,846
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
604
shares
|
$30,743
0.0% of portfolio
|
Q3 2024
Reduced 81.96%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
335
shares
|
$17,051
0.0% of portfolio
|
Q4 2023
Reduced 39.31%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
236
shares
|
$12,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
95
shares
|
$4,835
0.0% of portfolio
|
Q3 2024
Reduced 22.76%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
56
shares
|
$2,850
0.0% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
48
shares
|
$2,443
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
22
shares
|
$1,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$50
0.0% of portfolio
|
Q2 2024
New holding
|