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 188 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,028
shares
|
$246,759
0.16% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
14,308
shares
|
$234,937
0.11% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,182
shares
|
$232,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
14,040
shares
|
$230,536
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,279
shares
|
$218,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
13,216
shares
|
$217,006
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
12,250
shares
|
$201,145
0.04% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
12,237
shares
|
$200,931
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,187
shares
|
$200,110
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
12,182
shares
|
$200,028
0.16% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
12,154
shares
|
$199,568
0.01% of portfolio
|
Q2 2024
Added 6.17%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
12,125
shares
|
$199,092
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,905
shares
|
$195,480
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
11,900
shares
|
$195,398
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,622
shares
|
$190,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,586
shares
|
$190,242
0.01% of portfolio
|
Q3 2024
Reduced 15.95%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,509
shares
|
$188,977
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
11,492
shares
|
$188,698
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
10,940
shares
|
$179,634
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
10,674
shares
|
$175,267
0.14% of portfolio
|
Q3 2024
New holding
|