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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
37,553
shares
|
$618,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
36,413
shares
|
$600,086
0.07% of portfolio
|
Q4 2024
Added 73.23%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
36,125
shares
|
$595,340
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
35,941
shares
|
$592,307
0.36% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
34,300
shares
|
$565,264
0.3% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
34,027
shares
|
$560,764
0.21% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
32,839
shares
|
$541,186
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
31,549
shares
|
$519,927
0.0% of portfolio
|
Q4 2024
Added 23.61%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
30,307
shares
|
$499,459
0.02% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
27,339
shares
|
$450,546
0.0% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
26,624
shares
|
$438,763
0.0% of portfolio
|
Q4 2024
Reduced 62.09%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
26,379
shares
|
$434,725
0.04% of portfolio
|
Q4 2024
Added 87.88%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
26,362
shares
|
$434,445
0.02% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
25,942
shares
|
$427,524
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
25,338
shares
|
$417,570
0.35% of portfolio
|
Q2 2024
Added 110.47%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
25,210
shares
|
$415,460
0.01% of portfolio
|
Q2 2024
Added 49.79%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
25,032
shares
|
$412,527
0.17% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
24,593
shares
|
$405,292
0.05% of portfolio
|
Q4 2024
Added 43.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
24,536
shares
|
$404,353
0.0% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
24,405
shares
|
$402,194
0.03% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
24,328
shares
|
$400,925
0.02% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
23,219
shares
|
$382,649
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
22,342
shares
|
$368,196
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
21,988
shares
|
$362,362
0.19% of portfolio
|
Q4 2024
Reduced 23.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
21,360
shares
|
$352,012
0.01% of portfolio
|
Q4 2024
Added 13.86%
|