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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,510
shares
|
$75,570
0.0% of portfolio
|
Q4 2024
Added 81.87%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,984
shares
|
$42,715
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,198
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
1,858
shares
|
$40,002
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
523
shares
|
$11,260
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
523
shares
|
$11,260
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
356
shares
|
$7,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
201
shares
|
$4,327
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
195
shares
|
$4,198
0.0% of portfolio
|
Q4 2024
Reduced 96.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|