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 255 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
332,249
shares
|
$5.61 Million
0.01% of portfolio
|
Q3 2025
Added 216.07%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
311,763
shares
|
$5.26 Million
1.4% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
310,315
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
304,486
shares
|
$5.14 Million
0.0% of portfolio
|
Q3 2025
Added 22.87%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
285,694
shares
|
$4.82 Million
2.99% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
273,898
shares
|
$4.62 Million
1.07% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
259,872
shares
|
$4.38 Million
1.07% of portfolio
|
Q3 2025
Reduced 4.03%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
250,640
shares
|
$4.23 Million
0.06% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
244,869
shares
|
$4.13 Million
0.32% of portfolio
|
Q3 2025
Added 72.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
243,818
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Added 2826.99%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
239,704
shares
|
$4.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
236,059
shares
|
$3.98 Million
1.07% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
225,457
shares
|
$3.8 Million
0.51% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
223,327
shares
|
$3.77 Million
2.6% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 23, 2025 Q3 2025 |
219,765
shares
|
$3.71 Million
1.53% of portfolio
|
Q3 2025
Added 42.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
209,678
shares
|
$3.54 Million
0.04% of portfolio
|
Q3 2025
Added 31.13%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
209,570
shares
|
$3.54 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.65%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
204,342
shares
|
$3.45 Million
0.58% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
201,192
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
194,872
shares
|
$3.29 Million
0.07% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
194,092
shares
|
$3.27 Million
0.99% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
192,049
shares
|
$3.24 Million
0.25% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
187,395
shares
|
$3.16 Million
0.02% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
186,590
shares
|
$3.15 Million
2.45% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
181,185
shares
|
$3.06 Million
0.06% of portfolio
|
Q3 2025
Added 4.91%
|
|