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 |
|---|---|---|---|---|---|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
10,328
shares
|
$175,472
0.1% of portfolio
|
Q2 2025
Reduced 32.01%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
10,045
shares
|
$170,664
0.09% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
9,800
shares
|
$166,501
0.09% of portfolio
|
Q1 2025
Added 18.36%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
8,730
shares
|
$148,322
0.0% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8,330
shares
|
$141,526
0.0% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
7,608
shares
|
$129,259
0.01% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
7,608
shares
|
$129,259
0.01% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,870
shares
|
$116,721
0.01% of portfolio
|
Q2 2023
Reduced 14.35%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
5,500
shares
|
$93,444
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
5,385
shares
|
$91,491
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,219
shares
|
$88,670
0.01% of portfolio
|
Q2 2024
Added 2.49%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
4,699
shares
|
$79,836
0.0% of portfolio
|
Q2 2025
Added 46.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
4,219
shares
|
$71,680
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
4,000
shares
|
$67,960
0.06% of portfolio
|
Q1 2025
Reduced 40.07%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
3,974
shares
|
$67,518
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3,913
shares
|
$66,481
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
3,642
shares
|
$61,877
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,555
shares
|
$60,399
0.0% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,292
shares
|
$55,931
0.0% of portfolio
|
Q2 2025
Added 45.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,213
shares
|
$54,588
0.0% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,336
shares
|
$39,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,650
shares
|
$28,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$25,484
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,456
shares
|
$24,737
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,261
shares
|
$21,424
0.0% of portfolio
|
Q2 2025
Reduced 6.04%
|