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 Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
71,176
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
69,978
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 128.16%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
69,684
shares
|
$1.18 Million
1.03% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
69,249
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
65,154
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2025
Added 48.12%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
64,421
shares
|
$1.09 Million
0.16% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
57,601
shares
|
$978,640
0.67% of portfolio
|
Q2 2025
Added 75.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
53,095
shares
|
$902,084
0.03% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
52,940
shares
|
$899,450
0.3% of portfolio
|
Q2 2025
Added 47.09%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
51,670
shares
|
$877,873
0.06% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
49,960
shares
|
$848,820
0.14% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
49,371
shares
|
$838,813
0.22% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
47,882
shares
|
$813,515
0.35% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
47,213
shares
|
$802,148
0.6% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
45,925
shares
|
$780,265
0.06% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
44,186
shares
|
$750,720
0.3% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
43,545
shares
|
$739,829
0.13% of portfolio
|
Q1 2024
Added 91.39%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
40,063
shares
|
$680,670
0.08% of portfolio
|
Q2 2025
Added 67.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
38,912
shares
|
$661,114
0.0% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
38,077
shares
|
$646,928
0.07% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
37,553
shares
|
$638,025
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
36,060
shares
|
$612,659
0.02% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
34,812
shares
|
$591,455
0.04% of portfolio
|
Q2 2025
Added 22.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
34,774
shares
|
$590,810
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
34,562
shares
|
$587,208
0.27% of portfolio
|
Q1 2025
Reduced 3.84%
|