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 95 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $217 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
27,019
shares
|
$579,827
0.05% of portfolio
|
Q3 2025
Added 21.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,551
shares
|
$548,324
0.0% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
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%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
21,668
shares
|
$464,995
0.02% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
21,405
shares
|
$459,351
0.25% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
20,847
shares
|
$447,376
0.08% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
19,330
shares
|
$414,821
0.07% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
17,830
shares
|
$382,631
0.07% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
17,595
shares
|
$377,588
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Nov 05, 2025 Q3 2025 |
17,515
shares
|
$375,871
0.23% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
16,697
shares
|
$358,317
0.06% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,542
shares
|
$354,991
0.03% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,858
shares
|
$340,312
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,548
shares
|
$333,660
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
15,063
shares
|
$323,251
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,863
shares
|
$318,959
0.0% of portfolio
|
Q3 2025
Added 66.79%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
13,550
shares
|
$290,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
12,442
shares
|
$267,005
0.05% of portfolio
|
Q3 2025
Added 10.57%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
12,352
shares
|
$265,073
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
12,270
shares
|
$263,314
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,230
shares
|
$262,455
0.01% of portfolio
|
Q3 2025
Added 158.56%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
11,612
shares
|
$249,193
0.09% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,579
shares
|
$248,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
11,460
shares
|
$245,931
0.07% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,151
shares
|
$239,300
0.0% of portfolio
|
Q3 2025
New holding
|
|