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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
437,513
shares
|
$7.18 Million
0.51% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
421,301
shares
|
$6.91 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
412,039
shares
|
$6.76 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
399,500
shares
|
$6.56 Million
6.24% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
375,350
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
361,403
shares
|
$5.93 Million
0.92% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
354,937
shares
|
$5.82 Million
2.39% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
311,404
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
309,953
shares
|
$5.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
259,290
shares
|
$4.25 Million
0.3% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
256,933
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2024
Added 60.82%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
227,947
shares
|
$3.74 Million
1.14% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
221,100
shares
|
$3.63 Million
1.56% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
209,996
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
189,688
shares
|
$3.11 Million
1.37% of portfolio
|
Q3 2024
Added 49.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
172,670
shares
|
$2.83 Million
0.08% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
163,329
shares
|
$2.68 Million
0.47% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Legacy Cg, LLC
Plano, TX |
Oct 30, 2024 Q3 2024 |
160,179
shares
|
$2.63 Million
1.16% of portfolio
|
Q3 2024
New holding
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
155,751
shares
|
$2.56 Million
0.23% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
144,384
shares
|
$2.37 Million
0.43% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
136,317
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
119,479
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
116,667
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
112,393
shares
|
$1.84 Million
0.92% of portfolio
|
Q3 2024
Added 12.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
110,090
shares
|
$1.81 Million
0.23% of portfolio
|
Q3 2024
Added 14.95%
|