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 261 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $1.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
85,197
shares
|
$1.44 Million
0.24% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
80,933
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
79,067
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
75,880
shares
|
$1.28 Million
0.48% of portfolio
|
Q4 2025
Added 3.71%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
75,609
shares
|
$1.28 Million
1.04% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
75,240
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
73,214
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
72,483
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
71,294
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
70,090
shares
|
$1.18 Million
0.15% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
65,828
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2025
Reduced 94.06%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
63,271
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
61,090
shares
|
$1.03 Million
0.66% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
59,421
shares
|
$1 Million
0.22% of portfolio
|
Q4 2025
Added 80.84%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
58,438
shares
|
$985,849
0.23% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
58,262
shares
|
$982,879
0.28% of portfolio
|
Q4 2025
Reduced 69.98%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
58,131
shares
|
$980,669
0.06% of portfolio
|
Q4 2025
Reduced 10.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
56,845
shares
|
$958,975
0.03% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 08, 2026 Q4 2025 |
56,154
shares
|
$947,317
0.16% of portfolio
|
Q4 2025
Added 31.28%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 20, 2026 Q4 2025 |
54,959
shares
|
$927,158
0.37% of portfolio
|
Q4 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
54,637
shares
|
$921,726
0.0% of portfolio
|
Q3 2025
Added 40.41%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
53,676
shares
|
$905,514
0.1% of portfolio
|
Q3 2025
Added 33.98%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
52,562
shares
|
$886,720
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
51,670
shares
|
$871,672
0.05% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
51,482
shares
|
$868,501
0.35% of portfolio
|
Q3 2025
Added 7.52%
|
|