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 201 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
81,387
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
79,426
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
78,746
shares
|
$1.3 Million
0.19% of portfolio
|
Q4 2024
Added 34.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
74,530
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
Added 38.63%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
73,471
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
63,581
shares
|
$1.05 Million
0.28% of portfolio
|
Q4 2024
Added 103.46%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
62,802
shares
|
$1.03 Million
0.58% of portfolio
|
Q4 2024
Added 32.2%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
62,745
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
62,211
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Red Spruce Capital, LLC
|
Jan 17, 2025 Q4 2024 |
62,069
shares
|
$1.02 Million
0.47% of portfolio
|
Q4 2024
Added 43.76%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
61,312
shares
|
$1.01 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
58,872
shares
|
$970,210
0.01% of portfolio
|
Q4 2024
Added 16720.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
56,845
shares
|
$936,805
0.03% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
55,401
shares
|
$913,008
0.01% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
52,038
shares
|
$857,586
0.49% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
51,731
shares
|
$852,526
0.01% of portfolio
|
Q4 2024
Added 79.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
51,671
shares
|
$851,538
0.0% of portfolio
|
Q4 2024
Added 18.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
51,613
shares
|
$850,582
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
49,470
shares
|
$815,265
0.06% of portfolio
|
Q4 2024
Added 78.17%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
49,337
shares
|
$813,073
0.25% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
48,038
shares
|
$791,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$717,621
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
40,929
shares
|
$674,509
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
40,506
shares
|
$667,538
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
39,825
shares
|
$656,316
0.12% of portfolio
|
Q4 2024
New holding
|