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 105 institutions that hold shares in the stock, with a total of 9.31 Million shares, which have been reported (via 13F filing form) to have a value of $202 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
|
$26.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 95.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
871,556
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
473,610
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
463,195
shares
|
$10 Million
0.0% of portfolio
|
Q1 2025
Added 7.78%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
458,441
shares
|
$9.93 Million
0.0% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
374,289
shares
|
$8.1 Million
0.08% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
354,561
shares
|
$7.68 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
348,461
shares
|
$7.54 Million
1.57% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
334,124
shares
|
$7.23 Million
0.0% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
328,959
shares
|
$7.12 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
272,190
shares
|
$5.89 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
243,668
shares
|
$5.28 Million
0.23% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
201,371
shares
|
$4.36 Million
1.4% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
188,292
shares
|
$4.08 Million
1.86% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
177,967
shares
|
$3.85 Million
0.0% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
170,047
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.1 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
118,596
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
98,953
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
98,353
shares
|
$2.13 Million
1.16% of portfolio
|
Q4 2024
Added 23.88%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
96,559
shares
|
$2.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 48.15%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
88,704
shares
|
$1.92 Million
0.41% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
79,784
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 33.91%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,355
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 263.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,005
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 138.55%
|