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 |
|---|---|---|---|---|---|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
12,125
shares
|
$203,093
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
12,105
shares
|
$202,758
0.0% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
11,905
shares
|
$199,408
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
11,900
shares
|
$199,325
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
11,807
shares
|
$197,767
0.0% of portfolio
|
Q2 2025
Added 1586.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
11,509
shares
|
$192,775
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
11,492
shares
|
$192,491
0.0% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
11,344
shares
|
$190,012
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
11,328
shares
|
$189,744
0.22% of portfolio
|
Q1 2025
Added 117.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,207
shares
|
$187,717
0.0% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
10,940
shares
|
$183,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
10,045
shares
|
$168,253
0.09% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
9,800
shares
|
$164,150
0.09% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
9,779
shares
|
$163,798
0.03% of portfolio
|
Q1 2025
Added 205.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,730
shares
|
$146,227
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,330
shares
|
$139,527
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,608
shares
|
$127,434
0.01% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,608
shares
|
$127,434
0.01% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,870
shares
|
$115,072
0.01% of portfolio
|
Q2 2023
Reduced 14.35%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
6,867
shares
|
$115,022
0.0% of portfolio
|
Q2 2024
Added 10.07%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
5,810
shares
|
$97,317
0.02% of portfolio
|
Q1 2025
Added 29.69%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
5,500
shares
|
$92,125
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,385
shares
|
$90,198
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,219
shares
|
$87,418
0.01% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,176
shares
|
$69,948
0.0% of portfolio
|
Q1 2025
Added 17.83%
|