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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,886
shares
|
$217,386
0.02% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
12,782
shares
|
$215,632
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,755
shares
|
$215,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
12,713
shares
|
$214,468
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
12,202
shares
|
$205,847
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
12,191
shares
|
$205,662
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
12,064
shares
|
$203,519
0.0% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,044
shares
|
$203,182
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
12,000
shares
|
$202,440
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,905
shares
|
$200,837
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
11,860
shares
|
$200,078
0.04% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
11,840
shares
|
$199,740
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
11,536
shares
|
$194,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,509
shares
|
$194,156
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
11,459
shares
|
$193,313
0.0% of portfolio
|
Q3 2025
Reduced 19.06%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
11,369
shares
|
$191,795
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
11,339
shares
|
$191,288
0.03% of portfolio
|
Q3 2025
Reduced 93.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
11,327
shares
|
$191,086
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,150
shares
|
$188,100
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
10,963
shares
|
$184,945
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,940
shares
|
$184,557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
10,871
shares
|
$183,393
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,428
shares
|
$175,920
0.1% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
10,409
shares
|
$175,599
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Jan 13, 2026 Q4 2025 |
10,342
shares
|
$174,469
0.36% of portfolio
|
Q4 2025
New holding
|
|