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 83 institutions that hold shares in the stock, with a total of 5.39 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,600
shares
|
$55,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,100
shares
|
$23,639
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
910
shares
|
$19,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
617
shares
|
$13,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
308
shares
|
$6,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
256
shares
|
$5,501
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
249
shares
|
$5,351
0.0% of portfolio
|
Q1 2025
Reduced 65.42%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|