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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
79,067
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
75,609
shares
|
$1.28 Million
1.04% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
75,240
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
73,214
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
73,167
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2025
Added 120.69%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
72,483
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
71,294
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
69,492
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2025
Added 7.87%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
65,214
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
63,896
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 77.19%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
63,889
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 98.02%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
61,090
shares
|
$1.03 Million
0.66% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
58,438
shares
|
$985,849
0.23% of portfolio
|
Q3 2025
Added 18.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
56,845
shares
|
$958,975
0.03% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
54,637
shares
|
$921,726
0.0% of portfolio
|
Q3 2025
Added 40.41%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
53,676
shares
|
$905,514
0.1% of portfolio
|
Q3 2025
Added 33.98%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
52,562
shares
|
$886,720
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
51,670
shares
|
$871,672
0.05% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
51,482
shares
|
$868,501
0.35% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
49,240
shares
|
$830,678
0.12% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,213
shares
|
$796,483
0.6% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
46,847
shares
|
$790,308
0.31% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
45,980
shares
|
$775,682
0.0% of portfolio
|
Q3 2025
Reduced 75.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
44,176
shares
|
$745,249
0.06% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
43,867
shares
|
$740,036
0.23% of portfolio
|
Q3 2025
Reduced 17.14%
|
|