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 94 institutions that hold shares in the stock, with a total of 6.04 Million shares, which have been reported (via 13F filing form) to have a value of $133 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
80,461
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 67.96%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
76,736
shares
|
$1.69 Million
0.71% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
74,008
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
71,249
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2025
Added 50.75%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
66,334
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
65,708
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 17.18%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
63,891
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2025
Added 39.49%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
61,687
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
57,738
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
48,696
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
47,573
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 140.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
45,244
shares
|
$994,915
0.0% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
38,812
shares
|
$853,475
0.55% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
35,225
shares
|
$774,597
0.33% of portfolio
|
Q3 2025
Added 27.61%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
33,686
shares
|
$740,755
0.0% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,644
shares
|
$717,841
0.09% of portfolio
|
Q3 2025
Added 39.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$709,771
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
32,250
shares
|
$709,177
0.0% of portfolio
|
Q3 2025
Added 35.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
31,039
shares
|
$682,547
0.0% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
30,178
shares
|
$663,614
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
29,225
shares
|
$642,657
0.17% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
25,185
shares
|
$553,818
0.49% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,904
shares
|
$547,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
24,406
shares
|
$536,687
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
24,327
shares
|
$534,950
0.36% of portfolio
|
Q4 2024
Added 249.12%
|
|