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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,857
shares
|
$642,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27,751
shares
|
$597,479
0.02% of portfolio
|
Q4 2024
Added 1080.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,313
shares
|
$566,518
0.0% of portfolio
|
Q3 2024
Added 2128.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$511,918
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,297
shares
|
$501,584
0.0% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
21,881
shares
|
$471,097
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
21,842
shares
|
$470,258
0.31% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,222
shares
|
$456,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
17,197
shares
|
$370,251
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,447
shares
|
$354,103
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
16,370
shares
|
$352,446
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
16,184
shares
|
$348,441
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
13,941
shares
|
$300,149
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
12,995
shares
|
$279,782
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
12,741
shares
|
$274,313
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,182
shares
|
$262,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
12,032
shares
|
$259,048
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
10,790
shares
|
$232,308
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,234
shares
|
$220,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,985
shares
|
$214,977
0.05% of portfolio
|
Q4 2024
Added 65.18%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,690
shares
|
$165,565
0.01% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,500
shares
|
$161,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,470
shares
|
$160,829
0.0% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,493
shares
|
$139,794
0.01% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,772
shares
|
$102,741
0.01% of portfolio
|
Q4 2024
Added 29.25%
|