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 90 institutions that hold shares in the stock, with a total of 9.02 Million shares, which have been reported (via 13F filing form) to have a value of $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
22,160
shares
|
$476,440
0.04% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
21,412
shares
|
$460,358
0.26% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
20,237
shares
|
$435,095
0.08% of portfolio
|
Q2 2025
Added 37.79%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
19,479
shares
|
$418,798
0.02% of portfolio
|
Q2 2025
Added 39.09%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
19,000
shares
|
$408,500
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
16,697
shares
|
$358,985
0.06% of portfolio
|
Q3 2025
Added 24.22%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,098
shares
|
$346,107
0.02% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
15,510
shares
|
$333,465
0.07% of portfolio
|
Q2 2025
Added 37.38%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
15,485
shares
|
$332,927
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,863
shares
|
$319,554
0.0% of portfolio
|
Q3 2025
Added 66.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
14,729
shares
|
$316,673
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,148
shares
|
$304,182
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
12,270
shares
|
$263,805
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,230
shares
|
$262,945
0.01% of portfolio
|
Q3 2025
Added 158.56%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
11,722
shares
|
$252,023
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
11,579
shares
|
$248,948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
11,535
shares
|
$248,002
0.1% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
11,460
shares
|
$246,390
0.07% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
11,253
shares
|
$241,939
0.05% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,500
shares
|
$225,750
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
9,994
shares
|
$214,871
0.12% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,665
shares
|
$207,797
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
9,368
shares
|
$201,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,052
shares
|
$194,618
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
8,667
shares
|
$186,340
0.01% of portfolio
|
Q2 2025
Added 1.8%
|