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 |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,341
shares
|
$995,234
0.13% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
44,737
shares
|
$981,977
0.0% of portfolio
|
Q4 2025
Added 12.34%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
42,458
shares
|
$931,953
0.36% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
41,226
shares
|
$904,910
0.03% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
38,707
shares
|
$849,618
0.15% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
36,175
shares
|
$794,041
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
36,018
shares
|
$790,595
0.49% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
33,941
shares
|
$745,004
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
33,903
shares
|
$744,170
0.01% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
33,618
shares
|
$737,915
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
33,376
shares
|
$732,603
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
33,171
shares
|
$728,103
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
33,146
shares
|
$727,554
0.12% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
31,117
shares
|
$683,018
0.01% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
29,036
shares
|
$637,340
0.06% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
27,915
shares
|
$612,734
0.22% of portfolio
|
Q3 2025
Added 29.48%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
27,654
shares
|
$607,005
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
26,781
shares
|
$587,842
0.05% of portfolio
|
Q3 2025
Added 16.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
25,526
shares
|
$560,295
0.0% of portfolio
|
Q3 2025
Added 17.4%
|
|
|
Ballew Advisors, Inc
|
Oct 15, 2025 Q3 2025 |
25,316
shares
|
$555,686
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
24,125
shares
|
$529,543
0.13% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
23,154
shares
|
$508,230
0.3% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
22,440
shares
|
$492,558
0.02% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
21,659
shares
|
$475,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
21,274
shares
|
$466,964
0.17% of portfolio
|
Q3 2025
Added 9.26%
|
|