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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
18,835
shares
|
$415,123
0.09% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
17,403
shares
|
$383,562
0.09% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
17,332
shares
|
$381,997
0.24% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,836
shares
|
$371,065
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
16,307
shares
|
$359,406
0.02% of portfolio
|
Q2 2025
Added 20.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
16,060
shares
|
$353,962
0.06% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
16,006
shares
|
$352,772
0.01% of portfolio
|
Q2 2025
Reduced 18.49%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
15,797
shares
|
$348,165
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
15,643
shares
|
$344,771
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,260
shares
|
$336,330
0.0% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
14,703
shares
|
$324,054
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,350
shares
|
$316,274
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,923
shares
|
$306,862
0.02% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
12,006
shares
|
$264,612
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
11,412
shares
|
$251,520
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,760
shares
|
$237,150
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
10,025
shares
|
$220,951
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$220,400
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,751
shares
|
$214,912
0.01% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
9,228
shares
|
$203,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
9,161
shares
|
$201,908
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
9,114
shares
|
$200,872
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,423
shares
|
$185,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
7,866
shares
|
$173,366
0.01% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
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
|