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 |
|---|---|---|---|---|---|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
154,671
shares
|
$2.63 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
144,540
shares
|
$2.46 Million
1.99% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
142,080
shares
|
$2.41 Million
0.2% of portfolio
|
Q2 2025
Added 20.3%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
132,512
shares
|
$2.25 Million
1.65% of portfolio
|
Q2 2025
New holding
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
125,029
shares
|
$2.12 Million
1.32% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
123,502
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 34.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
112,281
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 24.51%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
110,973
shares
|
$1.89 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
107,300
shares
|
$1.82 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
105,675
shares
|
$1.8 Million
0.26% of portfolio
|
Q2 2025
Added 21.84%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
105,120
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.04%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
99,941
shares
|
$1.7 Million
0.28% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
97,925
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Added 28.02%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
90,574
shares
|
$1.54 Million
0.44% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
90,202
shares
|
$1.53 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
86,288
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.76%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
85,197
shares
|
$1.45 Million
0.24% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
84,223
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 42.64%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
80,552
shares
|
$1.37 Million
0.28% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
80,101
shares
|
$1.36 Million
0.41% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
79,831
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 45.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
79,067
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
78,826
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Added 74.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
72,226
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
71,935
shares
|
$1.22 Million
0.54% of portfolio
|
Q2 2025
Added 13.8%
|