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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
172,650
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2025
Added 116.27%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
170,872
shares
|
$2.88 Million
2.8% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
170,326
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
170,183
shares
|
$2.87 Million
1.7% of portfolio
|
Q3 2025
Added 36.11%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
169,725
shares
|
$2.86 Million
2.17% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
169,143
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
157,712
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
157,631
shares
|
$2.66 Million
0.37% of portfolio
|
Q3 2025
Added 49.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
149,911
shares
|
$2.53 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
149,574
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Added 73.34%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
143,946
shares
|
$2.43 Million
1.66% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
133,877
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 19.23%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
123,415
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2025
Added 76.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
113,656
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
107,300
shares
|
$1.81 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
106,578
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
103,829
shares
|
$1.75 Million
0.26% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
94,289
shares
|
$1.59 Million
0.2% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
91,653
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
91,565
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
89,654
shares
|
$1.51 Million
1.36% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
89,471
shares
|
$1.51 Million
0.27% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
85,197
shares
|
$1.44 Million
0.24% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 20, 2025 Q3 2025 |
83,422
shares
|
$1.41 Million
0.41% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
80,933
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|