Institutional Ownership Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 7.93 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,659
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,581
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
58,270
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
58,186
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Feb 11, 2025 Q4 2024 |
57,821
shares
|
$1.25 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
56,857
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
56,659
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 62.53%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
55,796
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
54,594
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 91.02%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,040
shares
|
$1.13 Million
0.08% of portfolio
|
Q4 2024
Added 56.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
49,233
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 40.92%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
49,167
shares
|
$1.06 Million
0.34% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,130
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
46,765
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 81.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
44,942
shares
|
$973,443
0.03% of portfolio
|
Q4 2024
Added 674.86%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
44,174
shares
|
$956,808
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
37,769
shares
|
$818,076
0.0% of portfolio
|
Q4 2024
Added 28.68%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
37,603
shares
|
$814,480
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
36,475
shares
|
$790,048
0.0% of portfolio
|
Q4 2024
Added 37.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,988
shares
|
$779,500
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
35,561
shares
|
$770,251
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
34,853
shares
|
$754,915
0.08% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
34,012
shares
|
$736,699
0.09% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,295
shares
|
$699,509
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,188
shares
|
$653,872
0.01% of portfolio
|
Q4 2024
Added 4.11%
|