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 121 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $237 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,382,592
shares
|
$30.5 Million
0.01% of portfolio
|
Q2 2025
Added 21.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
747,270
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
506,340
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
485,597
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
423,448
shares
|
$9.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
391,338
shares
|
$8.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
355,613
shares
|
$7.84 Million
1.45% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
343,562
shares
|
$7.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
341,181
shares
|
$7.52 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
307,039
shares
|
$6.77 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
299,313
shares
|
$6.6 Million
0.24% of portfolio
|
Q2 2025
Added 9.51%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
265,313
shares
|
$5.85 Million
0.18% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
259,885
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
217,208
shares
|
$4.79 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
210,775
shares
|
$4.65 Million
1.92% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
209,104
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
199,085
shares
|
$4.39 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
197,775
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
156,154
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
138,195
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 23.01%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
130,790
shares
|
$2.88 Million
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
124,541
shares
|
$2.74 Million
0.01% of portfolio
|
Q2 2025
Added 18.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
124,113
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Added 29.12%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
121,173
shares
|
$2.67 Million
2.19% of portfolio
|
Q2 2025
Added 10.19%
|