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 78 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
57,340
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 29305.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
52,118
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 161.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49,448
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
43,027
shares
|
$923,359
0.35% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
39,880
shares
|
$855,824
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
39,494
shares
|
$847,541
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
39,209
shares
|
$841,425
0.0% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
38,755
shares
|
$831,682
0.02% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
38,204
shares
|
$819,857
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
37,043
shares
|
$794,942
0.03% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
34,579
shares
|
$742,065
0.33% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
34,268
shares
|
$735,391
0.02% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
34,026
shares
|
$730,197
0.55% of portfolio
|
Q2 2025
Added 65.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$683,372
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
31,423
shares
|
$674,337
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
27,169
shares
|
$583,046
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
26,695
shares
|
$572,874
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,562
shares
|
$570,020
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$510,254
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
22,240
shares
|
$477,270
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
21,412
shares
|
$459,501
0.26% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
20,237
shares
|
$434,286
0.08% of portfolio
|
Q2 2025
Added 37.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,560
shares
|
$419,757
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
19,289
shares
|
$413,941
0.0% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
19,000
shares
|
$407,740
0.08% of portfolio
|
Q2 2025
New holding
|