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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
270,943
shares
|
$4.6 Million
0.12% of portfolio
|
Q2 2025
Added 974.49%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
270,785
shares
|
$4.6 Million
0.98% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
251,492
shares
|
$4.27 Million
2.87% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
249,717
shares
|
$4.24 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
247,813
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 44.95%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
244,718
shares
|
$4.16 Million
1.02% of portfolio
|
Q2 2025
Added 1466.7%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
217,042
shares
|
$3.69 Million
2.61% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
211,249
shares
|
$3.59 Million
0.51% of portfolio
|
Q2 2025
Added 13.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
201,192
shares
|
$3.42 Million
0.02% of portfolio
|
Q4 2024
Added 71.47%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
198,908
shares
|
$3.38 Million
0.05% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
190,900
shares
|
$3.24 Million
0.07% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
187,745
shares
|
$3.19 Million
0.0% of portfolio
|
Q2 2025
Added 16.91%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
185,362
shares
|
$3.15 Million
0.57% of portfolio
|
Q2 2025
Added 40.08%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
185,311
shares
|
$3.15 Million
0.98% of portfolio
|
Q2 2025
Added 100.49%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
184,850
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 197.64%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
184,664
shares
|
$3.14 Million
1.18% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
177,723
shares
|
$3.02 Million
0.25% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
175,398
shares
|
$2.98 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.89%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
173,066
shares
|
$2.94 Million
2.93% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
172,708
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
164,584
shares
|
$2.8 Million
0.14% of portfolio
|
Q2 2025
Added 1583.04%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
164,369
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
161,120
shares
|
$2.74 Million
2.43% of portfolio
|
Q2 2025
Added 36.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
160,585
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2025
Added 48.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
159,901
shares
|
$2.72 Million
0.03% of portfolio
|
Q2 2025
Added 5.38%
|