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 220 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
31,250
shares
|
$523,437
0.11% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
30,508
shares
|
$511,009
0.26% of portfolio
|
Q1 2025
Reduced 51.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
30,442
shares
|
$509,903
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
28,524
shares
|
$477,777
0.03% of portfolio
|
Q1 2025
Added 16.88%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
26,726
shares
|
$447,660
0.0% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
26,020
shares
|
$435,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,216
shares
|
$422,368
0.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
25,055
shares
|
$419,671
0.16% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
24,955
shares
|
$417,996
0.16% of portfolio
|
Q2 2025
Reduced 55.75%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
24,828
shares
|
$415,869
0.03% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
24,521
shares
|
$410,726
0.0% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
24,175
shares
|
$404,931
0.05% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
23,975
shares
|
$401,581
0.05% of portfolio
|
Q1 2025
Added 47.95%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
22,949
shares
|
$384,395
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
22,439
shares
|
$375,853
0.0% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
21,905
shares
|
$366,908
0.18% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,933
shares
|
$350,627
0.0% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
20,812
shares
|
$348,601
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
20,516
shares
|
$343,643
0.0% of portfolio
|
Q1 2025
Added 46.71%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
20,008
shares
|
$335,134
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,817
shares
|
$331,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
19,621
shares
|
$328,651
0.02% of portfolio
|
Q1 2025
Added 303.39%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
19,236
shares
|
$322,203
0.14% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
18,770
shares
|
$314,397
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
18,603
shares
|
$311,600
0.01% of portfolio
|
Q2 2025
New holding
|