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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
17,798
shares
|
$300,252
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
17,573
shares
|
$296,456
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
17,522
shares
|
$295,596
0.01% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,831
shares
|
$283,938
0.0% of portfolio
|
Q3 2025
Added 42.55%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
16,549
shares
|
$279,181
0.19% of portfolio
|
Q3 2025
Added 44.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
16,465
shares
|
$277,764
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
16,390
shares
|
$276,499
0.06% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
16,191
shares
|
$273,142
0.08% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
15,845
shares
|
$267,305
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,818
shares
|
$266,849
0.04% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
15,800
shares
|
$266,546
0.09% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
15,653
shares
|
$264,066
0.04% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
15,455
shares
|
$260,725
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Oct 23, 2025 Q3 2025 |
15,165
shares
|
$255,833
0.08% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
14,740
shares
|
$248,663
0.04% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
13,667
shares
|
$230,562
0.01% of portfolio
|
Q3 2025
Added 190.85%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
13,570
shares
|
$228,925
0.23% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
13,524
shares
|
$228,149
0.04% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
13,034
shares
|
$219,883
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,886
shares
|
$217,386
0.02% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
12,782
shares
|
$215,632
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
12,755
shares
|
$215,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
12,713
shares
|
$214,468
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
12,202
shares
|
$205,847
0.14% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
12,191
shares
|
$205,662
0.05% of portfolio
|
Q1 2025
New holding
|
|