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 126 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
126,775
shares
|
$2.78 Million
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
121,173
shares
|
$2.66 Million
2.19% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
120,129
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
119,319
shares
|
$2.62 Million
1.22% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
109,877
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
106,998
shares
|
$2.35 Million
0.42% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
94,544
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 13.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
91,661
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
87,258
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 09, 2026 Q4 2025 |
76,015
shares
|
$1.67 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
71,825
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
69,738
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
65,455
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,659
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
60,381
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
59,339
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
58,124
shares
|
$1.28 Million
0.57% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
57,508
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
55,649
shares
|
$1.22 Million
0.59% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
53,410
shares
|
$1.17 Million
0.07% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
51,371
shares
|
$1.13 Million
0.68% of portfolio
|
Q3 2025
Added 55.32%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
50,856
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
50,695
shares
|
$1.11 Million
0.82% of portfolio
|
Q3 2025
Added 74.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
50,264
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
46,589
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2025
Added 51.86%
|
|