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 220 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
788,983
shares
|
$13.2 Million
0.03% of portfolio
|
Q1 2025
Added 1426.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
787,338
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
599,214
shares
|
$10 Million
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
590,007
shares
|
$9.88 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
507,039
shares
|
$8.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
500,405
shares
|
$8.38 Million
1.39% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
493,966
shares
|
$8.27 Million
0.03% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
May 12, 2025 Q1 2025 |
464,902
shares
|
$7.79 Million
2.31% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
456,433
shares
|
$7.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
443,325
shares
|
$7.43 Million
0.61% of portfolio
|
Q1 2025
Added 7.75%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
437,477
shares
|
$7.33 Million
2.99% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
430,796
shares
|
$7.22 Million
1.18% of portfolio
|
Q1 2025
Added 239.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
429,870
shares
|
$7.2 Million
0.02% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
408,361
shares
|
$6.84 Million
0.29% of portfolio
|
Q1 2025
Added 401.75%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
397,423
shares
|
$6.66 Million
7.43% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
390,150
shares
|
$6.54 Million
2.61% of portfolio
|
Q1 2025
Added 13.22%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
386,136
shares
|
$6.47 Million
0.89% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
355,967
shares
|
$5.96 Million
0.0% of portfolio
|
Q1 2025
Added 3211.32%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
329,415
shares
|
$5.52 Million
2.57% of portfolio
|
Q1 2025
Added 1722.59%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
300,969
shares
|
$5.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
270,785
shares
|
$4.54 Million
0.98% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
266,797
shares
|
$4.47 Million
1.3% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
261,887
shares
|
$4.39 Million
0.3% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
253,793
shares
|
$4.25 Million
0.03% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
241,583
shares
|
$4.05 Million
3.01% of portfolio
|
Q1 2025
Added 641.89%
|