Institutional Ownership Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,305,008
shares
|
$27.4 Million
0.01% of portfolio
|
Q1 2025
Added 42.72%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
690,857
shares
|
$14.5 Million
2.56% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
460,469
shares
|
$9.68 Million
0.1% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
371,188
shares
|
$7.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
342,588
shares
|
$7.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
318,528
shares
|
$6.7 Million
1.4% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
306,363
shares
|
$6.44 Million
0.77% of portfolio
|
Q1 2025
Added 2583.63%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
273,055
shares
|
$5.74 Million
0.0% of portfolio
|
Q4 2024
Added 56.71%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
213,788
shares
|
$4.49 Million
2.05% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
177,641
shares
|
$3.73 Million
0.01% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
141,153
shares
|
$2.97 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
139,598
shares
|
$2.93 Million
0.0% of portfolio
|
Q4 2024
Added 229.23%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
105,765
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
102,245
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 389.12%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
95,389
shares
|
$2.01 Million
1.11% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
80,842
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 95.26%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
80,566
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 46.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
67,472
shares
|
$1.42 Million
0.16% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
65,372
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
55,052
shares
|
$1.16 Million
0.45% of portfolio
|
Q1 2025
Added 236.3%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,959
shares
|
$902,998
0.0% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
42,225
shares
|
$887,569
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
39,915
shares
|
$839,013
0.0% of portfolio
|
Q4 2024
Added 51.69%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
39,915
shares
|
$839,013
0.06% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
36,166
shares
|
$760,209
0.0% of portfolio
|
Q4 2024
Added 191.68%
|