Institutional Ownership Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
914,358
shares
|
$19.7 Million
0.01% of portfolio
|
Q4 2024
Added 51.93%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
660,589
shares
|
$14.2 Million
2.63% of portfolio
|
Q4 2024
Added 37.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
460,469
shares
|
$9.91 Million
0.1% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
397,222
shares
|
$8.55 Million
0.0% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
355,146
shares
|
$7.65 Million
0.02% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
296,536
shares
|
$6.38 Million
1.41% of portfolio
|
Q4 2024
Added 20.4%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
205,888
shares
|
$4.43 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
174,240
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
151,108
shares
|
$3.25 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
118,417
shares
|
$2.55 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
105,765
shares
|
$2.28 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
102,245
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Added 389.12%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
95,389
shares
|
$2.05 Million
1.11% of portfolio
|
Q4 2024
Added 21.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
67,472
shares
|
$1.45 Million
0.16% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,401
shares
|
$912,893
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
42,225
shares
|
$909,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,486
shares
|
$893,193
0.0% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
37,910
shares
|
$816,202
0.06% of portfolio
|
Q4 2024
Added 168.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
36,166
shares
|
$778,653
0.0% of portfolio
|
Q4 2024
Added 191.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,906
shares
|
$708,466
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
31,927
shares
|
$687,388
0.03% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$685,601
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
31,069
shares
|
$668,915
0.24% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30,939
shares
|
$666,116
0.0% of portfolio
|
Q3 2024
Added 45.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,857
shares
|
$642,821
0.01% of portfolio
|
Q4 2024
New holding
|