Institutional Ownership Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
1,210,909
shares
|
$26.6 Million
0.3% of portfolio
|
Q1 2025
Reduced 95.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,138,315
shares
|
$25 Million
0.01% of portfolio
|
Q1 2025
Added 30.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
745,420
shares
|
$16.4 Million
0.0% of portfolio
|
Q1 2025
Added 123.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
602,481
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Added 31.42%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
473,610
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
463,195
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
461,407
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Added 532.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
358,860
shares
|
$7.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
350,927
shares
|
$7.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
348,461
shares
|
$7.65 Million
1.57% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
324,102
shares
|
$7.11 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
299,207
shares
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
273,323
shares
|
$6 Million
0.25% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
245,103
shares
|
$5.38 Million
0.01% of portfolio
|
Q1 2025
Added 398.89%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
222,977
shares
|
$4.89 Million
0.17% of portfolio
|
Q1 2025
Added 130.92%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
201,371
shares
|
$4.42 Million
1.4% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
198,164
shares
|
$4.35 Million
0.0% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
190,363
shares
|
$4.18 Million
0.0% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
188,292
shares
|
$4.13 Million
1.86% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
127,706
shares
|
$2.8 Million
0.07% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
119,452
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 63.61%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
112,342
shares
|
$2.47 Million
0.0% of portfolio
|
Q1 2025
Added 1713.72%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
109,965
shares
|
$2.41 Million
2.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
105,315
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Added 188.73%
|