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 165 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,350,928
shares
|
$55 Million
0.91% of portfolio
|
Q3 2024
Added 37.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,898,905
shares
|
$47.6 Million
0.78% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,589,791
shares
|
$42.5 Million
0.03% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,442,792
shares
|
$40.1 Million
0.01% of portfolio
|
Q3 2024
Added 155.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,396,328
shares
|
$39.3 Million
0.01% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$38.7 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,142,909
shares
|
$35.2 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,907,015
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2024
Added 36.92%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,873,666
shares
|
$30.7 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
1,468,501
shares
|
$24.1 Million
5.07% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,433,092
shares
|
$23.5 Million
2.31% of portfolio
|
Q3 2024
Added 21.32%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,403,744
shares
|
$23 Million
1.46% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
1,312,819
shares
|
$21.5 Million
1.19% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,217,031
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,070,310
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2024
Added 34.84%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
852,745
shares
|
$14 Million
0.24% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
849,761
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
837,939
shares
|
$13.8 Million
0.0% of portfolio
|
Q3 2024
Added 46.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
787,338
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
765,500
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
760,213
shares
|
$12.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
681,843
shares
|
$11.2 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
571,206
shares
|
$9.37 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
489,996
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
448,054
shares
|
$7.35 Million
0.98% of portfolio
|
Q3 2024
Added 115.02%
|