Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,453,803
shares
|
$124 Million
1.38% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,319,342
shares
|
$88.5 Million
0.01% of portfolio
|
Q1 2025
Added 49.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
4,487,868
shares
|
$74.7 Million
0.03% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,163,476
shares
|
$69.3 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,395,386
shares
|
$56.5 Million
3.61% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
3,050,844
shares
|
$50.8 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,878,506
shares
|
$47.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,707,933
shares
|
$45.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,589,791
shares
|
$43.1 Million
0.03% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$39.2 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,167,508
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,012,733
shares
|
$33.5 Million
2.46% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
1,939,995
shares
|
$32.3 Million
2.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
1,789,939
shares
|
$29.8 Million
1.94% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
1,639,836
shares
|
$27.3 Million
5.49% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,551,515
shares
|
$25.8 Million
2.47% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,544,359
shares
|
$25.7 Million
0.0% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,536,724
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,285,888
shares
|
$21.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,246,581
shares
|
$20.7 Million
2.46% of portfolio
|
Q1 2025
Added 158.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,145,051
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,059,281
shares
|
$17.6 Million
0.14% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
968,947
shares
|
$16.1 Million
1.71% of portfolio
|
Q1 2025
Added 45.69%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
864,663
shares
|
$14.4 Million
0.23% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
803,693
shares
|
$13.4 Million
0.05% of portfolio
|
Q1 2025
Added 2.83%
|