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 $641 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
350,911
shares
|
$5.98 Million
0.22% of portfolio
|
Q2 2024
Added 1118.53%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
320,154
shares
|
$5.45 Million
2.2% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
313,220
shares
|
$5.33 Million
0.02% of portfolio
|
Q2 2024
Added 20.53%
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
311,327
shares
|
$5.3 Million
0.17% of portfolio
|
Q2 2024
Added 1.77%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
260,392
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2024
Added 27.83%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
256,164
shares
|
$4.36 Million
0.3% of portfolio
|
Q2 2024
Added 0.36%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
218,554
shares
|
$3.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 56.42%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
217,692
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
208,379
shares
|
$3.55 Million
0.51% of portfolio
|
Q2 2024
Added 153.19%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
193,183
shares
|
$3.29 Million
0.02% of portfolio
|
Q2 2024
Added 117.72%
|
|
Goepper Burkhardt LLC
|
Aug 13, 2024 Q2 2024 |
191,600
shares
|
$3.26 Million
1.41% of portfolio
|
Q2 2024
Added 2.08%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
186,473
shares
|
$3.18 Million
1.03% of portfolio
|
Q2 2024
Added 16.8%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
161,412
shares
|
$2.75 Million
0.08% of portfolio
|
Q2 2024
Added 20.2%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
159,760
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2024
Added 24.7%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
153,833
shares
|
$2.62 Million
0.23% of portfolio
|
Q2 2024
Reduced 3.11%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
146,000
shares
|
$2.49 Million
0.17% of portfolio
|
Q2 2024
Reduced 42.95%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
134,377
shares
|
$2.29 Million
0.43% of portfolio
|
Q2 2024
Added 3.47%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
126,790
shares
|
$2.16 Million
1.0% of portfolio
|
Q2 2024
Added 103.4%
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
124,862
shares
|
$2.13 Million
0.34% of portfolio
|
Q2 2024
Added 55.24%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
111,313
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 52.5%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
100,335
shares
|
$1.71 Million
0.86% of portfolio
|
Q2 2024
Added 30.34%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
95,768
shares
|
$1.63 Million
0.26% of portfolio
|
Q2 2024
Added 18.91%
|
|
Horizons Wealth Management
Asheville, NC |
Jul 22, 2024 Q2 2024 |
93,292
shares
|
$1.59 Million
1.22% of portfolio
|
Q2 2024
Added 47.28%
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
86,444
shares
|
$1.47 Million
0.44% of portfolio
|
Q2 2024
Added 1.24%
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
85,984
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2024
Added 1.13%
|