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 49 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $80.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
20,904
shares
|
$451,526
0.0% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
16,447
shares
|
$355,255
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
16,370
shares
|
$353,592
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
12,741
shares
|
$275,205
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,399
shares
|
$267,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,182
shares
|
$263,131
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
12,032
shares
|
$259,891
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
10,790
shares
|
$233,064
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,467
shares
|
$226,087
0.01% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,234
shares
|
$221,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,163
shares
|
$219,520
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
9,175
shares
|
$198,180
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,050
shares
|
$173,880
0.01% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,493
shares
|
$140,248
0.01% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,045
shares
|
$130,572
0.03% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,470
shares
|
$118,152
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,772
shares
|
$103,075
0.01% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,510
shares
|
$75,816
0.0% of portfolio
|
Q4 2024
Added 81.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,350
shares
|
$50,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,336
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,858
shares
|
$40,132
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
523
shares
|
$11,296
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
523
shares
|
$11,296
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
201
shares
|
$4,341
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|