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 127 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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
21,269
shares
|
$466,854
0.27% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
21,090
shares
|
$462,925
0.09% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
20,874
shares
|
$458,184
0.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
18,934
shares
|
$415,601
0.04% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
17,428
shares
|
$382,544
0.23% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
17,184
shares
|
$377,188
0.03% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
17,145
shares
|
$376,332
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
16,860
shares
|
$370,077
0.06% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
16,665
shares
|
$365,796
0.07% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,307
shares
|
$357,938
0.02% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
16,017
shares
|
$351,573
0.1% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,950
shares
|
$350,102
0.01% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
15,859
shares
|
$348,105
0.01% of portfolio
|
Q3 2025
Added 38.97%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,643
shares
|
$343,363
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
15,260
shares
|
$334,957
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
14,662
shares
|
$321,830
0.04% of portfolio
|
Q3 2025
Added 60.87%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
14,201
shares
|
$311,711
0.01% of portfolio
|
Q3 2025
Added 45.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,192
shares
|
$311,514
0.0% of portfolio
|
Q3 2025
Added 68.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,923
shares
|
$305,609
0.02% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
13,775
shares
|
$302,361
0.01% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
12,452
shares
|
$273,321
0.02% of portfolio
|
Q4 2025
Added 7.46%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,006
shares
|
$263,531
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
11,704
shares
|
$256,902
0.24% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,860
shares
|
$238,377
0.13% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,623
shares
|
$233,174
0.01% of portfolio
|
Q3 2025
Added 15.12%
|
|