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 180 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $809 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
59,979
shares
|
$984,855
0.09% of portfolio
|
Q3 2024
Added 744.77%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
58,500
shares
|
$960,570
0.16% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,845
shares
|
$933,394
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
53,763
shares
|
$882,788
0.0% of portfolio
|
Q3 2024
Added 72.93%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
53,106
shares
|
$872,000
0.51% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
50,055
shares
|
$821,903
0.0% of portfolio
|
Q3 2024
Added 19.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
49,470
shares
|
$812,297
0.06% of portfolio
|
Q4 2024
Added 78.17%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
49,337
shares
|
$810,113
0.25% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
43,993
shares
|
$722,365
0.0% of portfolio
|
Q3 2024
Added 232.78%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$715,008
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
43,533
shares
|
$714,811
0.0% of portfolio
|
Q3 2024
Added 19.71%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
41,028
shares
|
$673,679
0.01% of portfolio
|
Q3 2024
Added 117.78%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
39,825
shares
|
$653,926
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
36,125
shares
|
$593,172
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
35,998
shares
|
$591,087
0.29% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
34,518
shares
|
$566,785
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
34,300
shares
|
$563,206
0.3% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,762
shares
|
$554,372
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
33,641
shares
|
$552,385
0.2% of portfolio
|
Q3 2024
Added 2499.77%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
31,940
shares
|
$524,454
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
30,546
shares
|
$501,565
0.02% of portfolio
|
Q3 2024
Added 66.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
28,833
shares
|
$473,437
0.0% of portfolio
|
Q3 2024
Added 51.39%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
26,362
shares
|
$432,864
0.02% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,523
shares
|
$419,087
0.0% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
25,338
shares
|
$416,049
0.35% of portfolio
|
Q2 2024
Added 110.47%
|