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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
18,931
shares
|
$417,239
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,314
shares
|
$403,640
0.03% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
15,898
shares
|
$350,391
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,601
shares
|
$321,806
0.03% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
14,048
shares
|
$309,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,403
shares
|
$273,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
11,500
shares
|
$253,460
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,473
shares
|
$252,864
0.01% of portfolio
|
Q3 2024
Added 79.6%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
10,967
shares
|
$241,712
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$220,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,967
shares
|
$219,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9,594
shares
|
$211,451
0.0% of portfolio
|
Q3 2024
Added 150.43%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
9,063
shares
|
$199,748
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,045
shares
|
$177,311
0.01% of portfolio
|
Q3 2024
Added 120.77%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
7,900
shares
|
$174,116
0.04% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,798
shares
|
$171,867
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,800
shares
|
$127,832
0.0% of portfolio
|
Q3 2024
Added 4196.3%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
4,094
shares
|
$90,231
0.07% of portfolio
|
Q4 2024
Added 85.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,770
shares
|
$61,050
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,298
shares
|
$50,647
0.0% of portfolio
|
Q2 2024
Added 28.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,576
shares
|
$34,735
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,320
shares
|
$29,092
0.01% of portfolio
|
Q3 2024
Reduced 48.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
686
shares
|
$15,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
450
shares
|
$9,918
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
450
shares
|
$9,918
0.0% of portfolio
|
Q3 2024
New holding
|