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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,500
shares
|
$161,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,641
shares
|
$142,781
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
3,420
shares
|
$73,530
0.05% of portfolio
|
Q3 2025
Added 84.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,140
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,782
shares
|
$38,313
0.02% of portfolio
|
Q1 2025
Reduced 95.26%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,162
shares
|
$24,983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,127
shares
|
$24,230
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
922
shares
|
$19,823
0.0% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
698
shares
|
$15,007
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
523
shares
|
$11,244
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
523
shares
|
$11,244
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
449
shares
|
$9,653
0.0% of portfolio
|
Q2 2025
Added 22.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
430
shares
|
$9,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
25
shares
|
$537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|