Institutional Ownership Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,779,150
shares
|
$39.1 Million
0.01% of portfolio
|
Q3 2025
Added 28.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
900,392
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
851,258
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2025
Added 445.14%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
511,744
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
465,602
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
450,177
shares
|
$9.88 Million
0.02% of portfolio
|
Q3 2025
Added 73.22%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
442,157
shares
|
$9.71 Million
0.35% of portfolio
|
Q3 2025
Added 47.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
440,596
shares
|
$9.67 Million
0.02% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
424,959
shares
|
$9.33 Million
0.0% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
368,478
shares
|
$8.09 Million
1.36% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
284,350
shares
|
$6.24 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
283,384
shares
|
$6.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
280,081
shares
|
$6.15 Million
0.17% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
235,587
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
233,816
shares
|
$5.13 Million
0.01% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
221,261
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
218,503
shares
|
$4.8 Million
1.34% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
215,698
shares
|
$4.73 Million
1.9% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
195,148
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 59.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
189,537
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2025
Added 98.56%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
160,956
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Added 16.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
155,871
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
150,128
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
134,584
shares
|
$2.95 Million
0.05% of portfolio
|
Q3 2025
Added 2.9%
|
|