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 64 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$660,444
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
31,069
shares
|
$644,371
0.24% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
30,045
shares
|
$623,133
0.0% of portfolio
|
Q4 2024
Added 28.97%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,857
shares
|
$619,234
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27,751
shares
|
$575,555
0.02% of portfolio
|
Q4 2024
Added 1080.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,302
shares
|
$545,503
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$493,134
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
21,881
shares
|
$453,811
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
21,842
shares
|
$453,003
0.31% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
19,912
shares
|
$412,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
17,197
shares
|
$356,665
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,447
shares
|
$341,110
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
16,370
shares
|
$339,513
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
16,184
shares
|
$335,656
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
14,105
shares
|
$292,537
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
13,941
shares
|
$289,136
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
13,441
shares
|
$278,766
0.06% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
12,995
shares
|
$269,516
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,182
shares
|
$252,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
12,032
shares
|
$249,543
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
11,416
shares
|
$236,767
0.03% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
10,234
shares
|
$212,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,985
shares
|
$207,088
0.05% of portfolio
|
Q4 2024
Added 65.18%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
9,628
shares
|
$199,684
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
7,690
shares
|
$159,490
0.01% of portfolio
|
Q4 2024
Reduced 4.47%
|