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 145 institutions that hold shares in the stock, with a total of 37.6 Million shares, which have been reported (via 13F filing form) to have a value of $637 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,642,706
shares
|
$44.7 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
2,434,089
shares
|
$41.2 Million
0.76% of portfolio
|
Q2 2024
Added 33.46%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$39.9 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,984,698
shares
|
$33.6 Million
0.0% of portfolio
|
Q1 2024
Added 23.78%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,968,920
shares
|
$33.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 10.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
1,934,521
shares
|
$32.8 Million
0.02% of portfolio
|
Q2 2024
Added 143.86%
|
|
Eastern Bank
|
Jul 23, 2024 Q2 2024 |
1,879,680
shares
|
$31.8 Million
1.27% of portfolio
|
Q2 2024
Added 1.38%
|
|
Tlwm
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
1,412,952
shares
|
$23.9 Million
4.97% of portfolio
|
Q2 2024
Added 2.87%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,392,748
shares
|
$23.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
1,362,418
shares
|
$23.1 Million
1.2% of portfolio
|
Q2 2024
Added 57.46%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
1,200,323
shares
|
$20.3 Million
1.27% of portfolio
|
Q2 2024
Added 21.43%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
1,181,297
shares
|
$20 Million
2.0% of portfolio
|
Q2 2024
Added 5.49%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,068,532
shares
|
$18.1 Million
0.01% of portfolio
|
Q2 2024
Added 11.47%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
956,130
shares
|
$16.2 Million
0.0% of portfolio
|
Q2 2024
Added 53.48%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
837,558
shares
|
$14.2 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
793,788
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 4.48%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
778,384
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2024
Added 2.27%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
752,892
shares
|
$12.7 Million
0.06% of portfolio
|
Q2 2024
Added 3.72%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
750,744
shares
|
$12.7 Million
0.02% of portfolio
|
Q2 2024
Added 9.03%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
749,874
shares
|
$12.7 Million
0.04% of portfolio
|
Q2 2024
Added 1.98%
|
|
Cookson Peirce & CO Inc
|
Aug 13, 2024 Q2 2024 |
573,212
shares
|
$9.7 Million
0.46% of portfolio
|
Q2 2024
Added 0.35%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
572,188
shares
|
$9.69 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.14%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
428,691
shares
|
$7.26 Million
0.49% of portfolio
|
Q2 2024
Added 7.55%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
415,870
shares
|
$7.04 Million
0.01% of portfolio
|
Q2 2024
Added 11.95%
|
|
Marietta Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
356,053
shares
|
$6.03 Million
0.93% of portfolio
|
Q2 2024
Added 1.0%
|