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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
98,253
shares
|
$2.16 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
96,120
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
88,704
shares
|
$1.95 Million
0.41% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
79,784
shares
|
$1.75 Million
0.01% of portfolio
|
Q1 2025
Added 33.91%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
76,516
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 40.15%
|
|
|
S.E.E.D. Planning Group LLC
|
Apr 08, 2025 Q1 2025 |
72,290
shares
|
$1.59 Million
0.54% of portfolio
|
Q1 2025
Added 29.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
72,197
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 139.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
69,690
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 23.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
67,776
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Added 37.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,659
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
61,296
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
57,545
shares
|
$1.26 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
57,026
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Added 201.23%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
52,810
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
51,181
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.04%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
48,822
shares
|
$1.07 Million
0.49% of portfolio
|
Q1 2025
Added 364.62%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
48,543
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
48,202
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
48,101
shares
|
$1.06 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
47,551
shares
|
$1.04 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
47,313
shares
|
$1.04 Million
0.52% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
47,227
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
39,600
shares
|
$869,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
39,274
shares
|
$862,064
0.14% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
38,123
shares
|
$836,799
0.04% of portfolio
|
Q1 2025
Added 1.38%
|