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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,210
shares
|
$413,948
0.01% of portfolio
|
Q2 2024
Added 49.79%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
25,032
shares
|
$411,025
0.17% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
24,593
shares
|
$403,817
0.05% of portfolio
|
Q4 2024
Added 43.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,405
shares
|
$400,730
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
23,586
shares
|
$387,282
0.02% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
22,342
shares
|
$366,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
21,988
shares
|
$361,042
0.19% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
21,020
shares
|
$345,148
0.04% of portfolio
|
Q1 2024
Added 67.57%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
20,335
shares
|
$333,900
0.03% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
20,196
shares
|
$331,618
0.01% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$328,531
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,920
shares
|
$327,086
0.0% of portfolio
|
Q3 2024
Added 63.51%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
18,776
shares
|
$308,301
0.13% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
18,770
shares
|
$308,203
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,760
shares
|
$308,039
0.01% of portfolio
|
Q3 2024
Added 57.67%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,603
shares
|
$305,461
0.01% of portfolio
|
Q4 2024
Added 50.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,491
shares
|
$303,622
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,466
shares
|
$303,211
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,403
shares
|
$302,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,074
shares
|
$296,775
0.15% of portfolio
|
Q4 2024
Added 64.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,928
shares
|
$277,957
0.0% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
16,272
shares
|
$267,186
0.13% of portfolio
|
Q4 2024
Added 39.72%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
16,012
shares
|
$262,917
0.09% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
15,478
shares
|
$254,148
0.06% of portfolio
|
Q2 2023
Added 24.27%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
15,455
shares
|
$253,771
0.0% of portfolio
|
Q4 2024
New holding
|