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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,641
shares
|
$252,144
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
11,556
shares
|
$250,302
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
11,513
shares
|
$249,371
0.08% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
11,500
shares
|
$249,090
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
11,389
shares
|
$246,685
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
11,196
shares
|
$242,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
10,508
shares
|
$227,603
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
10,000
shares
|
$216,600
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,438
shares
|
$204,427
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,798
shares
|
$168,904
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,679
shares
|
$166,327
0.01% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
4,094
shares
|
$88,676
0.07% of portfolio
|
Q4 2024
Added 85.08%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
2,734
shares
|
$59,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
2,300
shares
|
$49,818
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,298
shares
|
$49,774
0.0% of portfolio
|
Q2 2024
Added 28.52%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,932
shares
|
$41,847
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,843
shares
|
$39,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,630
shares
|
$35,305
0.0% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
1,189
shares
|
$25,753
0.01% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
686
shares
|
$14,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
450
shares
|
$9,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
450
shares
|
$9,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
425
shares
|
$9,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
351
shares
|
$7,602
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
267
shares
|
$5,783
0.0% of portfolio
|
Q4 2024
New holding
|