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 |
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,098
shares
|
$345,463
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
15,510
shares
|
$332,844
0.07% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
15,485
shares
|
$332,308
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,729
shares
|
$316,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,005
shares
|
$300,547
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
13,441
shares
|
$288,443
0.06% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
11,864
shares
|
$254,601
0.09% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,722
shares
|
$251,554
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
11,535
shares
|
$247,541
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
10,980
shares
|
$235,630
0.05% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
10,500
shares
|
$225,330
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
9,850
shares
|
$211,381
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
9,052
shares
|
$194,255
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,911
shares
|
$191,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8,514
shares
|
$182,710
0.01% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,500
shares
|
$160,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,493
shares
|
$139,339
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,014
shares
|
$129,060
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,650
shares
|
$78,329
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,061
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,858
shares
|
$39,872
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,782
shares
|
$38,241
0.02% of portfolio
|
Q1 2025
Reduced 95.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,020
shares
|
$21,889
0.0% of portfolio
|
Q2 2025
Reduced 73.4%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
523
shares
|
$11,223
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
523
shares
|
$11,223
0.0% of portfolio
|
Q3 2024
Added 692.42%
|