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 |
|---|---|---|---|---|---|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
33,075
shares
|
$728,973
0.55% of portfolio
|
Q2 2025
Added 64.45%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
32,804
shares
|
$723,000
0.01% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
32,491
shares
|
$716,101
0.08% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
31,328
shares
|
$690,469
0.47% of portfolio
|
Q2 2025
Added 172.42%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
30,679
shares
|
$676,165
0.16% of portfolio
|
Q2 2025
Added 50.57%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
29,062
shares
|
$640,526
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
29,059
shares
|
$640,460
0.49% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,714
shares
|
$610,816
0.0% of portfolio
|
Q2 2025
Reduced 42.91%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
27,282
shares
|
$601,295
0.01% of portfolio
|
Q2 2025
Added 143.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
27,104
shares
|
$597,372
0.01% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
27,076
shares
|
$596,755
0.1% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
25,499
shares
|
$561,997
0.05% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
25,348
shares
|
$558,669
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
25,316
shares
|
$557,964
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
24,925
shares
|
$549,347
0.15% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,799
shares
|
$524,529
0.0% of portfolio
|
Q1 2025
Added 95.07%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
23,005
shares
|
$507,030
0.32% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
22,960
shares
|
$506,038
0.05% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
22,520
shares
|
$496,340
0.19% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
21,742
shares
|
$479,193
0.0% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
21,559
shares
|
$475,160
0.18% of portfolio
|
Q2 2025
Added 89.3%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
21,269
shares
|
$468,768
0.3% of portfolio
|
Q2 2025
Reduced 27.28%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
20,899
shares
|
$460,613
0.26% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
20,337
shares
|
$448,227
0.02% of portfolio
|
Q2 2025
Added 35.48%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
19,471
shares
|
$429,140
0.17% of portfolio
|
Q2 2025
Added 0.65%
|