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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
30,169
shares
|
$653,460
0.0% of portfolio
|
Q4 2024
Added 30.49%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
29,062
shares
|
$629,482
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
26,740
shares
|
$579,188
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
25,266
shares
|
$547,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
25,024
shares
|
$542,019
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
23,892
shares
|
$517,500
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
23,677
shares
|
$512,843
0.04% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
23,563
shares
|
$510,374
0.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
23,165
shares
|
$501,753
0.15% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
22,185
shares
|
$480,527
0.09% of portfolio
|
Q4 2024
Added 39.55%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
21,322
shares
|
$461,834
0.3% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
18,931
shares
|
$410,045
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,464
shares
|
$378,270
0.04% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
16,984
shares
|
$367,873
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,457
shares
|
$356,458
0.01% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
16,394
shares
|
$355,094
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
15,390
shares
|
$333,347
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,040
shares
|
$325,766
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
14,877
shares
|
$322,235
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
13,999
shares
|
$303,218
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12,690
shares
|
$274,865
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,349
shares
|
$267,479
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,200
shares
|
$264,252
0.0% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,120
shares
|
$262,519
0.01% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
11,770
shares
|
$254,938
0.06% of portfolio
|
Q4 2024
Added 48.99%
|