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 205 institutions that hold shares in the stock, with a total of 65.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
21,988
shares
|
$362,582
0.19% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
21,360
shares
|
$352,226
0.01% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,107
shares
|
$348,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
20,203
shares
|
$333,147
0.14% of portfolio
|
Q4 2024
Added 35.85%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
20,199
shares
|
$333,081
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
|
$329,931
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,802
shares
|
$310,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
18,776
shares
|
$309,616
0.13% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
18,770
shares
|
$309,517
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,603
shares
|
$306,763
0.01% of portfolio
|
Q4 2024
Added 50.49%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,466
shares
|
$304,504
0.04% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,403
shares
|
$303,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
Jan 15, 2025 Q4 2024 |
18,074
shares
|
$298,040
0.15% of portfolio
|
Q4 2024
Added 64.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
16,928
shares
|
$279,142
0.0% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
16,272
shares
|
$268,325
0.13% of portfolio
|
Q4 2024
Added 39.72%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
16,205
shares
|
$267,220
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
16,012
shares
|
$264,037
0.09% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
15,538
shares
|
$256,221
0.05% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
15,455
shares
|
$254,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
15,028
shares
|
$247,811
0.16% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
14,615
shares
|
$241,001
0.03% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
14,308
shares
|
$235,938
0.11% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,182
shares
|
$233,861
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
13,984
shares
|
$230,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
13,216
shares
|
$217,931
0.04% of portfolio
|
Q4 2024
New holding
|