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 |
|---|---|---|---|---|---|
|
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
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
97,735
shares
|
$2.15 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
95,458
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Added 24.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
95,221
shares
|
$2.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.29%
|
|
|
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%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
88,704
shares
|
$1.96 Million
0.4% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
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
|
Jul 08, 2025 Q2 2025 |
74,566
shares
|
$1.64 Million
0.53% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
72,463
shares
|
$1.6 Million
0.07% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
65,231
shares
|
$1.44 Million
0.61% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
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%
|
|
|
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%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
57,742
shares
|
$1.27 Million
0.48% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
53,005
shares
|
$1.17 Million
0.6% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
52,060
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
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%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
46,375
shares
|
$1.02 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
43,273
shares
|
$953,736
0.04% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
42,491
shares
|
$936,501
0.13% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
38,707
shares
|
$853,102
0.15% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
38,571
shares
|
$850,104
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
|
$746,957
0.02% of portfolio
|
Q2 2025
Added 2.64%
|