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 81 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,405
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.97%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
56,659
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Added 62.53%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
55,796
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
55,237
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
52,040
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Added 56.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
46,765
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 81.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
38,511
shares
|
$848,782
0.11% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
37,765
shares
|
$832,340
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
37,603
shares
|
$828,770
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,988
shares
|
$793,175
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,937
shares
|
$770,011
0.0% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
33,702
shares
|
$742,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
31,435
shares
|
$692,827
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30,604
shares
|
$674,512
0.0% of portfolio
|
Q3 2024
Reduced 20.81%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,188
shares
|
$665,343
0.01% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
29,351
shares
|
$646,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,581
shares
|
$629,925
0.0% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,523
shares
|
$584,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
25,227
shares
|
$556,003
0.16% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
24,632
shares
|
$542,889
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
23,573
shares
|
$519,548
0.06% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
23,248
shares
|
$512,385
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,119
shares
|
$509,542
0.0% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
20,820
shares
|
$458,872
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
20,200
shares
|
$445,208
0.0% of portfolio
|
Q3 2024
Added 213.42%
|