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 |
|---|---|---|---|---|---|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$337,534
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
19,652
shares
|
$331,529
0.11% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
19,508
shares
|
$329,099
0.01% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
19,270
shares
|
$325,084
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
19,032
shares
|
$321,069
0.09% of portfolio
|
Q4 2025
Added 25.5%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
18,374
shares
|
$309,969
0.0% of portfolio
|
Q3 2025
Reduced 46.27%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,798
shares
|
$300,252
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
17,573
shares
|
$296,456
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
17,522
shares
|
$295,596
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
17,160
shares
|
$289,489
0.08% of portfolio
|
Q4 2025
Added 41.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,831
shares
|
$283,938
0.0% of portfolio
|
Q3 2025
Added 42.55%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
16,549
shares
|
$279,181
0.19% of portfolio
|
Q3 2025
Added 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
16,465
shares
|
$277,764
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
16,390
shares
|
$276,499
0.06% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
16,191
shares
|
$273,142
0.08% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Goodman Financial Corp
Houston, TX |
Jan 08, 2026 Q4 2025 |
16,140
shares
|
$272,281
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,845
shares
|
$267,305
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,818
shares
|
$266,849
0.04% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
15,800
shares
|
$266,546
0.09% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 20, 2026 Q4 2025 |
15,750
shares
|
$265,702
0.11% of portfolio
|
Q4 2025
Added 60.71%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
15,653
shares
|
$264,066
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
15,455
shares
|
$260,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,667
shares
|
$230,562
0.01% of portfolio
|
Q3 2025
Added 190.85%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
13,570
shares
|
$228,925
0.23% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
13,034
shares
|
$219,883
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|