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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
237,638
shares
|
$3.98 Million
0.08% of portfolio
|
Q1 2025
Added 94.18%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
217,042
shares
|
$3.64 Million
2.61% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
201,192
shares
|
$3.37 Million
0.02% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
190,900
shares
|
$3.2 Million
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
186,949
shares
|
$3.13 Million
0.05% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
185,652
shares
|
$3.11 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
173,066
shares
|
$2.9 Million
2.93% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
172,192
shares
|
$2.88 Million
0.25% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
170,960
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
168,989
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
164,369
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
162,760
shares
|
$2.73 Million
0.06% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
160,590
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 19.86%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
154,671
shares
|
$2.59 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
151,738
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Added 81.73%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
142,278
shares
|
$2.38 Million
1.08% of portfolio
|
Q1 2025
Added 14.26%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
135,498
shares
|
$2.27 Million
2.04% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
134,830
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
132,326
shares
|
$2.22 Million
0.46% of portfolio
|
Q1 2025
Added 55.0%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
125,029
shares
|
$2.09 Million
1.32% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
120,231
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 64.39%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
118,106
shares
|
$1.98 Million
0.18% of portfolio
|
Q1 2025
Added 27.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
111,436
shares
|
$1.87 Million
0.18% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
108,469
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
107,300
shares
|
$1.8 Million
0.67% of portfolio
|
Q4 2024
New holding
|