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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
32,705
shares
|
$551,733
0.0% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
32,227
shares
|
$543,669
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,011
shares
|
$540,025
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
31,918
shares
|
$538,456
0.1% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
31,348
shares
|
$528,840
0.19% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
30,508
shares
|
$514,669
0.24% of portfolio
|
Q1 2025
Reduced 51.42%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
30,175
shares
|
$509,052
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,875
shares
|
$503,991
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,336
shares
|
$494,898
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
27,034
shares
|
$456,063
0.19% of portfolio
|
Q3 2025
Added 117.3%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
26,533
shares
|
$447,611
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
25,115
shares
|
$423,690
0.05% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24,765
shares
|
$417,785
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 14, 2026 Q4 2025 |
24,513
shares
|
$413,534
0.16% of portfolio
|
Q4 2025
Added 37.12%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
24,428
shares
|
$412,100
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
24,419
shares
|
$411,948
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
24,396
shares
|
$411,560
0.01% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,412
shares
|
$394,960
0.01% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
22,060
shares
|
$372,152
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
21,905
shares
|
$369,537
0.16% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
21,557
shares
|
$363,666
0.24% of portfolio
|
Q3 2025
Added 28.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
21,004
shares
|
$354,337
0.0% of portfolio
|
Q4 2025
Added 14.41%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
20,483
shares
|
$345,548
0.01% of portfolio
|
Q4 2025
Added 8.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,325
shares
|
$342,882
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
20,279
shares
|
$342,106
0.12% of portfolio
|
Q4 2025
Added 7.61%
|
|