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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
34,494
shares
|
$586,053
0.0% of portfolio
|
Q2 2025
Reduced 25.5%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
34,453
shares
|
$585,356
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
34,423
shares
|
$584,846
0.0% of portfolio
|
Q2 2025
Added 40.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
34,368
shares
|
$583,912
0.01% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
34,199
shares
|
$581,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
33,633
shares
|
$571,424
0.33% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
33,154
shares
|
$563,286
0.25% of portfolio
|
Q2 2025
Added 67.61%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
33,133
shares
|
$562,929
0.21% of portfolio
|
Q2 2025
Added 32.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
32,858
shares
|
$558,257
0.16% of portfolio
|
Q2 2025
Added 75.06%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
32,539
shares
|
$552,837
0.06% of portfolio
|
Q1 2025
Added 32.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,264
shares
|
$548,165
0.02% of portfolio
|
Q2 2025
Added 24.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
31,856
shares
|
$541,233
0.02% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
31,437
shares
|
$534,114
0.1% of portfolio
|
Q2 2025
Added 26.76%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
31,250
shares
|
$530,937
0.11% of portfolio
|
Q2 2025
Reduced 50.85%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
31,157
shares
|
$529,357
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
30,508
shares
|
$518,330
0.26% of portfolio
|
Q1 2025
Reduced 51.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
26,837
shares
|
$455,960
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
26,719
shares
|
$453,955
0.0% of portfolio
|
Q2 2025
Added 34.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
26,038
shares
|
$442,385
0.0% of portfolio
|
Q2 2025
Added 24.39%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
24,955
shares
|
$423,985
0.16% of portfolio
|
Q2 2025
Reduced 55.75%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
24,500
shares
|
$416,254
0.01% of portfolio
|
Q2 2025
Reduced 79.62%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
24,428
shares
|
$415,031
0.02% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
24,175
shares
|
$410,733
0.05% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
23,412
shares
|
$397,769
0.01% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
23,228
shares
|
$394,643
0.0% of portfolio
|
Q2 2025
Added 3.52%
|