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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,500
shares
|
$155,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
7,470
shares
|
$154,927
0.0% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
6,641
shares
|
$137,734
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,510
shares
|
$72,797
0.0% of portfolio
|
Q4 2024
Added 81.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,026
shares
|
$42,019
0.0% of portfolio
|
Q4 2024
Added 907.96%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
1,984
shares
|
$41,148
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$40,650
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
1,858
shares
|
$38,534
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
1,683
shares
|
$34,905
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
523
shares
|
$10,847
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
523
shares
|
$10,847
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
356
shares
|
$7,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
195
shares
|
$4,044
0.0% of portfolio
|
Q4 2024
Reduced 96.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|