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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
54,965
shares
|
$914,617
0.0% of portfolio
|
Q1 2025
Added 74.22%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
50,608
shares
|
$842,117
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
50,270
shares
|
$836,492
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
49,038
shares
|
$815,992
0.35% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
48,960
shares
|
$814,694
0.15% of portfolio
|
Q1 2025
Added 22.94%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
47,604
shares
|
$792,130
0.07% of portfolio
|
Q1 2025
Added 101185.11%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,213
shares
|
$785,624
0.6% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,303
shares
|
$770,481
0.0% of portfolio
|
Q1 2025
Added 69.37%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
45,075
shares
|
$750,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
43,987
shares
|
$731,943
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
43,652
shares
|
$726,369
0.01% of portfolio
|
Q1 2025
Added 73.15%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$724,588
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
40,907
shares
|
$680,692
0.29% of portfolio
|
Q1 2025
Added 102.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
40,708
shares
|
$677,381
0.0% of portfolio
|
Q1 2025
Added 65.91%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
37,822
shares
|
$629,358
0.08% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,553
shares
|
$624,881
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
37,530
shares
|
$624,499
0.02% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
35,992
shares
|
$598,906
0.23% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
34,562
shares
|
$575,111
0.35% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
34,434
shares
|
$572,981
0.02% of portfolio
|
Q1 2025
Added 63.14%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
33,967
shares
|
$565,210
0.34% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
32,839
shares
|
$546,440
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
32,539
shares
|
$541,448
0.06% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
31,607
shares
|
$525,940
0.02% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
30,671
shares
|
$510,365
0.02% of portfolio
|
Q1 2025
Added 457.65%
|