Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 3.15 Million shares, which have been reported (via 13F filing form) to have a value of $68.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
317,438
shares
|
$6.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
265,118
shares
|
$5.78 Million
0.08% of portfolio
|
Q3 2024
Added 1979.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
242,242
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2024
Added 7.89%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
189,977
shares
|
$4.14 Million
3.16% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.87 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
135,972
shares
|
$2.96 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
129,831
shares
|
$2.83 Million
0.0% of portfolio
|
Q2 2024
Added 17.48%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
114,675
shares
|
$2.5 Million
0.57% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
114,509
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
Added 7.91%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
94,333
shares
|
$2.06 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
94,049
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
88,316
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
83,318
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 25.23%
|
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
82,088
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2024
Added 15.66%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
71,393
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2024
Added 21.86%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
69,293
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 17.09%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
61,412
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Added 54.12%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
58,739
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
56,694
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
54,930
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,575
shares
|
$1.15 Million
0.34% of portfolio
|
Q1 2022
Added 17.85%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
44,169
shares
|
$962,442
0.13% of portfolio
|
Q3 2024
Added 97.63%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
44,013
shares
|
$959,043
0.0% of portfolio
|
Q2 2024
Added 18.16%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,425
shares
|
$837,280
0.0% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$703,315
0.0% of portfolio
|
Q3 2024
Added 5.39%
|