Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 180 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $809 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
126,777
shares
|
$2.08 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
119,479
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
116,667
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
112,393
shares
|
$1.85 Million
0.92% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
110,090
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
107,589
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
106,563
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
94,476
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
92,645
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 12.49%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
87,487
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
87,023
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
85,370
shares
|
$1.4 Million
0.31% of portfolio
|
Q4 2024
Added 134.83%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
83,767
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 27.4%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
79,509
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 46.54%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
79,426
shares
|
$1.3 Million
0.27% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
74,397
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 25.22%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
73,471
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
71,463
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
70,226
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
69,709
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 68.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
65,296
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.12%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
63,581
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Added 103.46%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
62,802
shares
|
$1.03 Million
0.58% of portfolio
|
Q4 2024
Added 32.2%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
62,745
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
62,069
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2024
Added 43.76%
|