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 124 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $243 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
18,942
shares
|
$417,671
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
18,835
shares
|
$415,311
0.09% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
17,428
shares
|
$384,287
0.23% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,836
shares
|
$371,233
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
16,665
shares
|
$367,463
0.07% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
16,307
shares
|
$359,569
0.02% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
16,060
shares
|
$354,123
0.06% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
16,017
shares
|
$353,174
0.1% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,006
shares
|
$352,932
0.01% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,950
shares
|
$351,697
0.01% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
15,643
shares
|
$344,928
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,260
shares
|
$336,483
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,703
shares
|
$324,201
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
14,201
shares
|
$313,132
0.01% of portfolio
|
Q3 2025
Added 45.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,192
shares
|
$312,933
0.0% of portfolio
|
Q3 2025
Added 68.49%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,923
shares
|
$307,002
0.02% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
12,006
shares
|
$264,732
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
11,588
shares
|
$255,515
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,412
shares
|
$251,634
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,760
shares
|
$237,258
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,623
shares
|
$234,237
0.01% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
10,025
shares
|
$221,051
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$220,500
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
9,161
shares
|
$202,000
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
9,114
shares
|
$200,963
0.03% of portfolio
|
Q2 2025
New holding
|