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 |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,190
shares
|
$202,088
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
9,110
shares
|
$200,328
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
8,862
shares
|
$194,875
0.0% of portfolio
|
Q3 2025
Added 3206.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,980
shares
|
$175,480
0.0% of portfolio
|
Q3 2025
Added 409.25%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
7,550
shares
|
$166,024
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,570
shares
|
$144,474
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,400
shares
|
$140,736
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
5,912
shares
|
$130,004
0.0% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
5,812
shares
|
$127,805
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,768
shares
|
$126,838
0.0% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
3,883
shares
|
$85,387
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,368
shares
|
$74,062
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,065
shares
|
$67,399
0.0% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,100
shares
|
$24,189
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,050
shares
|
$23,089
0.0% of portfolio
|
Q3 2025
Added 306.98%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,015
shares
|
$22,319
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
910
shares
|
$20,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
836
shares
|
$18,383
0.01% of portfolio
|
Q3 2025
Reduced 79.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|