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 124 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
112,928
shares
|
$2.49 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
106,998
shares
|
$2.36 Million
0.42% of portfolio
|
Q3 2025
Added 20.62%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
97,735
shares
|
$2.16 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
91,342
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
87,258
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
83,155
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
83,117
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
77,133
shares
|
$1.7 Million
0.52% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
71,825
shares
|
$1.58 Million
0.61% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,659
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
61,387
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
60,381
shares
|
$1.33 Million
0.47% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
57,764
shares
|
$1.27 Million
0.31% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
55,649
shares
|
$1.23 Million
0.59% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
53,410
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
48,227
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
48,101
shares
|
$1.06 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
43,273
shares
|
$954,169
0.04% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,491
shares
|
$936,926
0.13% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
42,458
shares
|
$936,198
0.36% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
38,707
shares
|
$853,489
0.15% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
38,571
shares
|
$850,490
0.0% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
33,891
shares
|
$747,296
0.02% of portfolio
|
Q2 2025
Added 2.64%
|