Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,625,611
shares
|
$110 Million
1.22% of portfolio
|
Q4 2024
Added 97.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,807,218
shares
|
$63.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,558,813
shares
|
$59.3 Million
0.0% of portfolio
|
Q4 2024
Added 66.07%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,395,386
shares
|
$56.5 Million
3.61% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
3,066,675
shares
|
$51.1 Million
0.78% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,671,609
shares
|
$44.5 Million
0.01% of portfolio
|
Q4 2024
Added 11.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,669,578
shares
|
$44.4 Million
0.01% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,589,791
shares
|
$43.1 Million
0.03% of portfolio
|
Q3 2024
Added 33.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,358,486
shares
|
$39.3 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,140,654
shares
|
$35.6 Million
0.01% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
2,077,358
shares
|
$34.6 Million
1.89% of portfolio
|
Q4 2024
Added 58.24%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,012,733
shares
|
$33.5 Million
2.46% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
1,605,134
shares
|
$26.7 Million
5.22% of portfolio
|
Q4 2024
Added 9.3%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,551,515
shares
|
$25.8 Million
2.47% of portfolio
|
Q1 2025
Added 6.33%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,536,724
shares
|
$25.6 Million
0.01% of portfolio
|
Q1 2025
Added 16.37%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
1,523,532
shares
|
$25.4 Million
1.55% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,468,532
shares
|
$24.5 Million
0.0% of portfolio
|
Q4 2024
Added 37.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,201,816
shares
|
$20 Million
0.0% of portfolio
|
Q4 2024
Added 41.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,020,928
shares
|
$17 Million
0.0% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
900,077
shares
|
$15 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
848,803
shares
|
$14.1 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
787,338
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
781,591
shares
|
$13 Million
0.05% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
665,076
shares
|
$11.1 Million
1.19% of portfolio
|
Q4 2024
Added 48.44%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
597,857
shares
|
$9.95 Million
0.46% of portfolio
|
Q4 2024
Added 4.67%
|