Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
83,368
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
82,200
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Added 26.46%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
77,698
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
67,541
shares
|
$1.49 Million
0.68% of portfolio
|
Q2 2025
Reduced 62.66%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
63,891
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2025
Added 39.49%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
59,367
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
57,738
shares
|
$1.27 Million
0.33% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56,073
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
47,904
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 423.94%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
47,654
shares
|
$1.05 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
47,573
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 140.16%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
47,264
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
47,013
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
45,811
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 46.36%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
38,812
shares
|
$855,804
0.55% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
38,253
shares
|
$843,478
0.01% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
32,791
shares
|
$723,041
0.0% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
32,644
shares
|
$719,800
0.09% of portfolio
|
Q3 2025
Added 39.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$711,707
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
30,178
shares
|
$665,424
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
29,405
shares
|
$648,380
0.17% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
27,604
shares
|
$608,668
0.26% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
25,185
shares
|
$555,329
0.49% of portfolio
|
Q3 2025
Added 17.73%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
24,406
shares
|
$538,152
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
24,327
shares
|
$536,410
0.36% of portfolio
|
Q4 2024
Added 249.12%
|