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 104 institutions that hold shares in the stock, with a total of 8.98 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
29,062
shares
|
$629,482
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
26,740
shares
|
$579,188
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
25,476
shares
|
$551,810
0.1% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Ballew Advisors, Inc
|
Apr 16, 2025 Q1 2025 |
25,316
shares
|
$548,344
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
25,266
shares
|
$547,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
25,024
shares
|
$542,019
0.0% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
23,892
shares
|
$517,500
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 10, 2025 Q4 2024 |
23,820
shares
|
$515,941
0.33% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
23,677
shares
|
$512,843
0.04% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
23,563
shares
|
$510,374
0.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
23,165
shares
|
$501,753
0.15% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
21,322
shares
|
$461,834
0.3% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
18,931
shares
|
$410,045
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,464
shares
|
$378,270
0.04% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
16,984
shares
|
$367,873
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
16,457
shares
|
$356,458
0.01% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
16,394
shares
|
$355,094
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
15,390
shares
|
$333,347
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
15,040
shares
|
$325,766
0.02% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
14,877
shares
|
$322,235
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
14,321
shares
|
$310,192
0.1% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
13,999
shares
|
$303,218
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
12,690
shares
|
$274,865
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
12,349
shares
|
$267,479
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
12,200
shares
|
$264,252
0.0% of portfolio
|
Q4 2024
Added 27.16%
|