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 97 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
479,606
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 17.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
434,589
shares
|
$9.56 Million
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
271,269
shares
|
$5.97 Million
0.31% of portfolio
|
Q4 2025
Added 12.89%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
244,626
shares
|
$5.38 Million
0.33% of portfolio
|
Q3 2025
Added 107.52%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
223,442
shares
|
$4.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
188,456
shares
|
$4.14 Million
0.08% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
183,115
shares
|
$4.03 Million
1.2% of portfolio
|
Q4 2025
Added 1.68%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.9 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
175,511
shares
|
$3.86 Million
0.81% of portfolio
|
Q4 2025
Added 8.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
174,848
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2025
Added 46.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
169,470
shares
|
$3.73 Million
0.0% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
166,734
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2025
Added 4.35%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
164,400
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
147,373
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
144,286
shares
|
$3.17 Million
0.28% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
142,369
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
124,878
shares
|
$2.75 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.34%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
124,725
shares
|
$2.74 Million
0.16% of portfolio
|
Q4 2025
Added 37.67%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
119,217
shares
|
$2.62 Million
0.49% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
117,652
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 162.02%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
117,365
shares
|
$2.58 Million
0.01% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
103,724
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
101,704
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
81,850
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
80,461
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 67.96%
|
|