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 |
|---|---|---|---|---|---|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$734,604
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 24, 2025 Q3 2025 |
42,773
shares
|
$721,580
0.12% of portfolio
|
Q3 2025
Added 36.06%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
41,315
shares
|
$696,984
0.18% of portfolio
|
Q3 2025
Added 134.04%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
40,350
shares
|
$680,704
0.0% of portfolio
|
Q3 2025
Added 51.02%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
39,588
shares
|
$667,849
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
39,173
shares
|
$660,848
0.02% of portfolio
|
Q3 2025
Added 12.65%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
38,480
shares
|
$649,157
0.1% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
38,077
shares
|
$642,358
0.07% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,553
shares
|
$633,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
37,503
shares
|
$632,675
0.06% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
36,962
shares
|
$623,548
0.22% of portfolio
|
Q3 2025
Added 11.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
36,901
shares
|
$622,519
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
36,890
shares
|
$622,334
0.0% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
36,761
shares
|
$620,158
0.03% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
36,555
shares
|
$616,682
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,772
shares
|
$569,733
0.0% of portfolio
|
Q3 2025
Added 60.55%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
33,633
shares
|
$567,388
0.31% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
32,880
shares
|
$554,685
0.0% of portfolio
|
Q3 2025
Added 115.89%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
32,858
shares
|
$554,314
0.13% of portfolio
|
Q2 2025
Added 75.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
32,705
shares
|
$551,733
0.0% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
32,227
shares
|
$543,669
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,011
shares
|
$540,025
0.0% of portfolio
|
Q3 2025
Added 22.94%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
31,348
shares
|
$528,840
0.19% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
31,250
shares
|
$527,187
0.1% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
30,508
shares
|
$514,669
0.24% of portfolio
|
Q1 2025
Reduced 51.42%
|
|