Institutional Ownership Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 8.7 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
70,796
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 267.03%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
62,384
shares
|
$1.34 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
62,156
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
59,584
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
58,788
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
56,023
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 42.88%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
43,027
shares
|
$924,219
0.35% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
42,193
shares
|
$906,305
0.0% of portfolio
|
Q2 2025
Reduced 76.09%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
39,880
shares
|
$856,622
0.06% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
39,807
shares
|
$855,054
0.0% of portfolio
|
Q2 2025
Added 103.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
38,755
shares
|
$832,457
0.02% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
37,963
shares
|
$815,445
0.03% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
34,579
shares
|
$742,756
0.33% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
34,268
shares
|
$736,076
0.02% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
34,026
shares
|
$730,878
0.55% of portfolio
|
Q2 2025
Added 65.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,607
shares
|
$700,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
31,972
shares
|
$686,758
0.03% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$684,009
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
31,423
shares
|
$674,966
0.2% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
28,157
shares
|
$604,812
0.39% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
27,169
shares
|
$583,590
0.01% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,562
shares
|
$570,551
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$510,729
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
22,160
shares
|
$475,996
0.04% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
21,412
shares
|
$459,929
0.26% of portfolio
|
Q2 2025
Reduced 3.21%
|