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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,608
shares
|
$124,923
0.01% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,870
shares
|
$112,805
0.01% of portfolio
|
Q2 2023
Reduced 14.35%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
6,867
shares
|
$112,756
0.0% of portfolio
|
Q2 2024
Added 10.07%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
5,500
shares
|
$90,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,385
shares
|
$88,421
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,219
shares
|
$85,695
0.01% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,205
shares
|
$85,466
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,480
shares
|
$73,561
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,245
shares
|
$69,702
0.0% of portfolio
|
Q3 2024
Reduced 39.5%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
3,974
shares
|
$65,253
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
3,913
shares
|
$64,251
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,756
shares
|
$61,673
0.0% of portfolio
|
Q3 2024
Added 472.56%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
3,200
shares
|
$52,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2,938
shares
|
$48,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,233
shares
|
$36,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
2,156
shares
|
$35,401
0.0% of portfolio
|
Q1 2024
Reduced 90.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,945
shares
|
$31,936
0.0% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,871
shares
|
$30,721
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,859
shares
|
$30,524
0.0% of portfolio
|
Q3 2024
Reduced 50.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
1,649
shares
|
$27,076
0.0% of portfolio
|
Q3 2024
Added 146.12%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,342
shares
|
$22,035
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,176
shares
|
$19,309
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,060
shares
|
$17,405
0.01% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
794
shares
|
$13,037
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
502
shares
|
$8,242
0.0% of portfolio
|
Q4 2024
New holding
|