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 180 institutions that hold shares in the stock, with a total of 49.3 Million shares, which have been reported (via 13F filing form) to have a value of $810 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
421,301
shares
|
$6.92 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
412,039
shares
|
$6.77 Million
2.04% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
411,441
shares
|
$6.76 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
401,526
shares
|
$6.59 Million
6.92% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
375,350
shares
|
$6.16 Million
0.02% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
368,211
shares
|
$6.05 Million
0.89% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
354,937
shares
|
$5.83 Million
2.39% of portfolio
|
Q3 2024
Added 10.86%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
337,604
shares
|
$5.54 Million
0.11% of portfolio
|
Q4 2024
Reduced 81.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
311,404
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Added 19.59%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
309,953
shares
|
$5.09 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
265,170
shares
|
$4.35 Million
0.3% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
256,933
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2024
Added 60.82%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
251,801
shares
|
$4.13 Million
1.03% of portfolio
|
Q4 2024
Added 32.74%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
239,074
shares
|
$3.93 Million
0.02% of portfolio
|
Q4 2024
Added 13.85%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
227,947
shares
|
$3.74 Million
1.14% of portfolio
|
Q3 2024
Added 22.24%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
221,100
shares
|
$3.63 Million
1.56% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
201,192
shares
|
$3.3 Million
0.02% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
198,854
shares
|
$3.27 Million
2.49% of portfolio
|
Q4 2024
Added 96.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
181,942
shares
|
$2.99 Million
0.08% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
171,877
shares
|
$2.82 Million
0.45% of portfolio
|
Q4 2024
Added 19.04%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
163,376
shares
|
$2.68 Million
0.23% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
163,329
shares
|
$2.68 Million
0.47% of portfolio
|
Q3 2024
Added 30.81%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
158,764
shares
|
$2.61 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
153,155
shares
|
$2.51 Million
0.07% of portfolio
|
Q4 2024
Added 1197.7%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
151,772
shares
|
$2.49 Million
0.04% of portfolio
|
Q4 2024
Added 41.81%
|