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 |
|---|---|---|---|---|---|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
20,237
shares
|
$434,690
0.08% of portfolio
|
Q2 2025
Added 37.79%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
19,479
shares
|
$418,408
0.02% of portfolio
|
Q2 2025
Added 39.09%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
19,000
shares
|
$408,120
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,098
shares
|
$345,785
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
15,510
shares
|
$333,154
0.07% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
15,485
shares
|
$332,617
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,729
shares
|
$316,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,148
shares
|
$303,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
13,441
shares
|
$288,712
0.06% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,270
shares
|
$263,559
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
11,783
shares
|
$253,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,722
shares
|
$251,788
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
11,535
shares
|
$247,771
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
11,253
shares
|
$241,714
0.05% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
10,980
shares
|
$235,850
0.05% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,500
shares
|
$225,540
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
9,850
shares
|
$211,578
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,665
shares
|
$207,604
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,368
shares
|
$201,224
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,052
shares
|
$194,436
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,911
shares
|
$191,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,667
shares
|
$186,167
0.01% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,500
shares
|
$161,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,641
shares
|
$142,648
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,014
shares
|
$129,180
0.04% of portfolio
|
Q1 2025
New holding
|