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 188 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $895 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
25,210
shares
|
$413,948
0.01% of portfolio
|
Q2 2024
Added 49.79%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
25,032
shares
|
$411,025
0.17% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
24,593
shares
|
$403,817
0.05% of portfolio
|
Q4 2024
Added 43.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,405
shares
|
$400,730
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
24,328
shares
|
$399,465
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
23,219
shares
|
$381,255
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
22,342
shares
|
$366,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
21,988
shares
|
$361,042
0.19% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
20,335
shares
|
$333,900
0.03% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
20,203
shares
|
$331,733
0.14% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
20,199
shares
|
$331,667
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$328,531
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
18,776
shares
|
$308,301
0.13% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
18,770
shares
|
$308,203
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
18,760
shares
|
$308,039
0.01% of portfolio
|
Q3 2024
Added 57.67%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,603
shares
|
$305,461
0.01% of portfolio
|
Q4 2024
Added 50.49%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
18,491
shares
|
$303,622
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,466
shares
|
$303,211
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,403
shares
|
$302,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,074
shares
|
$296,775
0.15% of portfolio
|
Q4 2024
Added 64.07%
|