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 |
|---|---|---|---|---|---|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
30,175
shares
|
$509,052
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
29,875
shares
|
$503,991
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
29,336
shares
|
$494,898
0.0% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
27,034
shares
|
$456,063
0.19% of portfolio
|
Q3 2025
Added 117.3%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
26,533
shares
|
$447,611
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
24,765
shares
|
$417,785
0.0% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
24,700
shares
|
$416,689
0.05% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
24,428
shares
|
$412,100
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
24,419
shares
|
$411,948
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
24,396
shares
|
$411,560
0.01% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,412
shares
|
$394,960
0.01% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
22,949
shares
|
$387,149
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
22,060
shares
|
$372,152
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
21,905
shares
|
$369,537
0.16% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
21,557
shares
|
$363,666
0.24% of portfolio
|
Q3 2025
Added 28.28%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
20,325
shares
|
$342,882
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$337,534
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
19,652
shares
|
$331,529
0.11% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
19,508
shares
|
$329,099
0.01% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
19,270
shares
|
$325,084
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
18,893
shares
|
$318,724
0.01% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
18,845
shares
|
$317,915
0.1% of portfolio
|
Q3 2025
Added 23.49%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
18,374
shares
|
$309,969
0.0% of portfolio
|
Q3 2025
Reduced 46.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
18,358
shares
|
$309,699
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Oct 20, 2025 Q3 2025 |
17,877
shares
|
$301,584
0.13% of portfolio
|
Q3 2025
New holding
|
|