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 |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
49,240
shares
|
$830,678
0.12% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,213
shares
|
$796,483
0.6% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
46,847
shares
|
$790,308
0.31% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
45,980
shares
|
$775,682
0.0% of portfolio
|
Q3 2025
Reduced 75.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
44,176
shares
|
$745,249
0.06% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
43,867
shares
|
$740,036
0.23% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$734,604
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
41,315
shares
|
$696,984
0.18% of portfolio
|
Q3 2025
Added 134.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,350
shares
|
$680,704
0.0% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
39,588
shares
|
$667,849
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39,173
shares
|
$660,848
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
38,480
shares
|
$649,157
0.1% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
38,077
shares
|
$642,358
0.07% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,553
shares
|
$633,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
37,503
shares
|
$632,675
0.06% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
37,232
shares
|
$628,103
0.03% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,962
shares
|
$623,548
0.22% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
36,901
shares
|
$622,519
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
36,890
shares
|
$622,334
0.0% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
36,555
shares
|
$616,682
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
34,818
shares
|
$587,379
0.09% of portfolio
|
Q4 2025
Added 136.21%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
34,783
shares
|
$586,789
0.04% of portfolio
|
Q3 2025
Added 51.57%
|
|
|
First City Capital Management, Inc.
|
Jan 14, 2026 Q4 2025 |
34,333
shares
|
$579,197
0.32% of portfolio
|
Q4 2025
Added 2.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,772
shares
|
$569,733
0.0% of portfolio
|
Q3 2025
Added 60.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
32,880
shares
|
$554,685
0.0% of portfolio
|
Q3 2025
Added 115.89%
|
|