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 79 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
16,134
shares
|
$344,138
0.4% of portfolio
|
Q1 2025
Added 75.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
15,132
shares
|
$322,765
0.0% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,684
shares
|
$270,549
0.0% of portfolio
|
Q4 2024
Added 30.86%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
12,633
shares
|
$269,461
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
11,902
shares
|
$253,869
0.02% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
10,959
shares
|
$233,755
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$231,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,726
shares
|
$228,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
10,690
shares
|
$228,017
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,350
shares
|
$220,765
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
9,645
shares
|
$205,727
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,381
shares
|
$200,096
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
9,240
shares
|
$197,089
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
9,110
shares
|
$194,316
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
7,550
shares
|
$161,041
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5,812
shares
|
$123,969
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,707
shares
|
$100,400
0.0% of portfolio
|
Q1 2023
Reduced 19.87%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,643
shares
|
$99,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,627
shares
|
$98,693
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,476
shares
|
$95,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
4,124
shares
|
$87,964
0.08% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
3,923
shares
|
$83,677
0.0% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,368
shares
|
$71,839
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,100
shares
|
$23,462
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
910
shares
|
$19,410
0.0% of portfolio
|
Q1 2025
New holding
|