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 |
|---|---|---|---|---|---|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
808,764
shares
|
$13.7 Million
6.35% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
807,432
shares
|
$13.7 Million
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
787,338
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
671,089
shares
|
$11.4 Million
1.75% of portfolio
|
Q2 2025
Added 55.78%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
614,529
shares
|
$10.4 Million
1.41% of portfolio
|
Q2 2025
Added 22.81%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
599,214
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
591,861
shares
|
$10.1 Million
0.46% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
521,327
shares
|
$8.86 Million
0.03% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
507,039
shares
|
$8.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
471,489
shares
|
$8.01 Million
0.02% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
469,272
shares
|
$7.97 Million
2.0% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
466,523
shares
|
$7.93 Million
2.92% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
464,307
shares
|
$7.89 Million
0.02% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
459,417
shares
|
$7.81 Million
0.57% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
438,658
shares
|
$7.45 Million
2.89% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
410,340
shares
|
$6.97 Million
0.25% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
396,405
shares
|
$6.73 Million
6.92% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
386,136
shares
|
$6.56 Million
0.89% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
370,672
shares
|
$6.3 Million
0.12% of portfolio
|
Q2 2025
Added 55.98%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
346,069
shares
|
$5.88 Million
2.54% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
346,069
shares
|
$5.88 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
300,969
shares
|
$5.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
287,637
shares
|
$4.89 Million
0.11% of portfolio
|
Q2 2025
Added 1005.45%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
285,094
shares
|
$4.84 Million
1.32% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
279,595
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2025
Added 65.45%
|