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 253 institutions that hold shares in the stock, with a total of 99.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
8,582,313
shares
|
$145 Million
1.14% of portfolio
|
Q3 2025
Added 8.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,735,746
shares
|
$131 Million
0.01% of portfolio
|
Q3 2025
Added 29.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
7,123,475
shares
|
$120 Million
0.38% of portfolio
|
Q3 2025
Added 49.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
4,883,434
shares
|
$82.4 Million
0.03% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
4,431,476
shares
|
$74.8 Million
4.16% of portfolio
|
Q3 2025
Added 14.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
3,394,839
shares
|
$57.3 Million
0.02% of portfolio
|
Q3 2025
Added 47.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,335,031
shares
|
$56.3 Million
0.76% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,127,190
shares
|
$52.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,589,791
shares
|
$43.7 Million
0.03% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,496,151
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
2,373,130
shares
|
$40 Million
2.48% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$39.8 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,204,032
shares
|
$37.2 Million
0.73% of portfolio
|
Q3 2025
Added 14.7%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
2,033,181
shares
|
$34.3 Million
3.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,737,557
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2025
Added 28.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,718,954
shares
|
$29 Million
0.0% of portfolio
|
Q3 2025
Added 7.51%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
1,665,152
shares
|
$28.1 Million
5.1% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
1,582,992
shares
|
$26.7 Million
1.97% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,525,850
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,380,720
shares
|
$23.3 Million
0.0% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,327,120
shares
|
$22.4 Million
2.27% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
1,285,809
shares
|
$21.7 Million
1.9% of portfolio
|
Q3 2025
Added 14.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,270,092
shares
|
$21.4 Million
0.14% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
1,169,863
shares
|
$19.7 Million
0.13% of portfolio
|
Q3 2025
Added 628.5%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,107,812
shares
|
$18.7 Million
4.23% of portfolio
|
Q3 2025
New holding
|