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 146 institutions that hold shares in the stock, with a total of 37.6 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
82,357
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 50.46%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
82,247
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 19.6%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
76,438
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
72,347
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 12.96%
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2024 Q2 2024 |
71,898
shares
|
$1.22 Million
0.38% of portfolio
|
Q2 2024
Added 4.23%
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
65,753
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2024
Added 12.77%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
64,204
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Added 11.1%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
59,412
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2024
Added 81.44%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
56,057
shares
|
$951,847
0.03% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
54,258
shares
|
$921,300
0.02% of portfolio
|
Q2 2024
Added 98.74%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
54,020
shares
|
$917,259
0.01% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
53,801
shares
|
$913,540
0.08% of portfolio
|
Q2 2024
Added 18.0%
|
|
Independence Bank Of Kentucky
|
Jul 25, 2024 Q2 2024 |
53,662
shares
|
$911,180
0.23% of portfolio
|
Q2 2024
Added 57.04%
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 31, 2024 Q2 2024 |
52,306
shares
|
$888,155
0.53% of portfolio
|
Q2 2024
Added 6.53%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
48,617
shares
|
$825,516
0.25% of portfolio
|
Q2 2024
Reduced 2.21%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
47,533
shares
|
$807,110
0.45% of portfolio
|
Q2 2024
Added 4.92%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
44,934
shares
|
$762,979
0.01% of portfolio
|
Q2 2024
Added 20.2%
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$739,394
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
Red Spruce Capital, LLC
|
Jul 02, 2024 Q2 2024 |
43,174
shares
|
$733,094
0.34% of portfolio
|
Q2 2024
New holding
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
42,739
shares
|
$725,708
0.33% of portfolio
|
Q2 2024
Added 12.97%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
42,063
shares
|
$714,229
0.0% of portfolio
|
Q2 2024
Added 14.62%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
41,263
shares
|
$700,645
0.0% of portfolio
|
Q2 2024
New holding
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
36,364
shares
|
$617,460
0.0% of portfolio
|
Q2 2024
Added 7.49%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
35,750
shares
|
$607,035
0.1% of portfolio
|
Q2 2024
Added 4.38%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
34,190
shares
|
$580,546
0.02% of portfolio
|
Q2 2024
New holding
|