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 213 institutions that hold shares in the stock, with a total of 78.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
107,300
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
98,003
shares
|
$1.63 Million
0.11% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
94,669
shares
|
$1.58 Million
0.19% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
92,429
shares
|
$1.54 Million
0.56% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
92,050
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 56.36%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
91,129
shares
|
$1.52 Million
0.28% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
90,176
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
89,503
shares
|
$1.49 Million
0.45% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
86,731
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
81,875
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 47.5%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
80,552
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
77,479
shares
|
$1.29 Million
0.4% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
76,491
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
75,089
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
70,064
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
68,371
shares
|
$1.14 Million
0.24% of portfolio
|
Q1 2025
Reduced 60.22%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
65,783
shares
|
$1.09 Million
1.08% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
63,581
shares
|
$1.06 Million
0.26% of portfolio
|
Q4 2024
Added 103.46%
|
|
|
Red Spruce Capital, LLC
|
Apr 08, 2025 Q1 2025 |
63,213
shares
|
$1.05 Million
0.51% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
62,736
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
62,106
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,045
shares
|
$982,508
0.0% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
57,711
shares
|
$960,311
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
56,396
shares
|
$938,429
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
56,345
shares
|
$937,580
0.03% of portfolio
|
Q1 2025
Reduced 0.88%
|