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 156 institutions that hold shares in the stock, with a total of 40.6 Million shares, which have been reported (via 13F filing form) to have a value of $668 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
101,226
shares
|
$1.67 Million
1.32% of portfolio
|
Q3 2024
Added 8.5%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
100,335
shares
|
$1.65 Million
0.86% of portfolio
|
Q2 2024
Added 30.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
95,768
shares
|
$1.58 Million
0.26% of portfolio
|
Q1 2024
Reduced 15.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
94,476
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 14.87%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Aug 09, 2024 Q2 2024 |
86,444
shares
|
$1.42 Million
0.44% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
85,984
shares
|
$1.41 Million
0.15% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
82,357
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 50.46%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
72,526
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2024
Added 12.96%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
72,505
shares
|
$1.19 Million
0.37% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
72,347
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 12.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
71,463
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 32.29%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
65,753
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2024
Added 12.77%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
59,412
shares
|
$977,327
0.05% of portfolio
|
Q2 2024
Added 81.44%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
57,122
shares
|
$939,656
0.21% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
56,057
shares
|
$922,137
0.03% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
54,258
shares
|
$892,544
0.02% of portfolio
|
Q2 2024
Added 98.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
53,106
shares
|
$873,593
0.51% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
49,313
shares
|
$811,198
0.07% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
48,617
shares
|
$799,749
0.25% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
47,505
shares
|
$781,457
0.45% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$716,315
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Red Spruce Capital, LLC
|
Oct 04, 2024 Q3 2024 |
43,174
shares
|
$710,212
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
42,739
shares
|
$703,056
0.33% of portfolio
|
Q2 2024
Added 12.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
42,063
shares
|
$691,936
0.0% of portfolio
|
Q2 2024
Added 14.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
41,263
shares
|
$678,776
0.0% of portfolio
|
Q2 2024
New holding
|