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 233 institutions that hold shares in the stock, with a total of 86.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
7,931,126
shares
|
$135 Million
1.19% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,952,701
shares
|
$101 Million
0.01% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,765,827
shares
|
$81 Million
0.31% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
4,621,521
shares
|
$78.5 Million
0.03% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,883,937
shares
|
$66 Million
3.84% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
3,159,364
shares
|
$53.7 Million
0.01% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,123,056
shares
|
$53.1 Million
0.75% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,970,811
shares
|
$50.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,589,791
shares
|
$44 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
|
$40.1 Million
1.09% of portfolio
|
Q1 2024
Added 66.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,302,307
shares
|
$39.1 Million
0.01% of portfolio
|
Q2 2025
Added 6.22%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,140,405
shares
|
$36.4 Million
2.37% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,981,223
shares
|
$33.7 Million
3.1% of portfolio
|
Q2 2025
Added 27.7%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,921,579
shares
|
$32.6 Million
0.77% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
1,752,487
shares
|
$29.8 Million
1.91% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
1,648,405
shares
|
$28 Million
5.3% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,601,990
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,598,949
shares
|
$27.2 Million
0.0% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,351,895
shares
|
$23 Million
0.0% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
1,312,174
shares
|
$22.3 Million
2.41% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,287,363
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,123,513
shares
|
$19.1 Million
1.84% of portfolio
|
Q1 2025
Added 44.76%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,059,281
shares
|
$18 Million
0.14% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
865,124
shares
|
$14.7 Million
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
857,374
shares
|
$14.6 Million
0.03% of portfolio
|
Q2 2025
Added 8.67%
|