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 |
|---|---|---|---|---|---|
|
F
|
Nov 13, 2025 Q3 2025 |
11,001
shares
|
$236,081
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,500
shares
|
$225,330
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,485
shares
|
$225,008
0.0% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
9,994
shares
|
$214,471
0.12% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
9,665
shares
|
$207,410
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
9,408
shares
|
$201,895
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,162
shares
|
$196,616
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8,817
shares
|
$189,212
0.01% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,641
shares
|
$142,515
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
3,420
shares
|
$73,393
0.05% of portfolio
|
Q3 2025
Added 84.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,430
shares
|
$52,147
0.0% of portfolio
|
Q3 2025
Added 465.12%
|
|
|
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%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
1,342
shares
|
$28,799
0.01% of portfolio
|
Q3 2025
Reduced 24.69%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,162
shares
|
$24,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,127
shares
|
$24,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
922
shares
|
$19,786
0.0% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
698
shares
|
$14,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
523
shares
|
$11,223
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
449
shares
|
$9,635
0.0% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|