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 220 institutions that hold shares in the stock, with a total of 79.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
4,000
shares
|
$67,000
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
|
$66,564
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
3,913
shares
|
$65,542
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
3,642
shares
|
$61,003
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,606
shares
|
$60,400
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,228
shares
|
$54,069
0.0% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,199
shares
|
$53,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,260
shares
|
$37,855
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,650
shares
|
$27,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,456
shares
|
$24,388
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,342
shares
|
$22,478
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,176
shares
|
$19,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,060
shares
|
$17,755
0.01% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
794
shares
|
$13,299
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
766
shares
|
$12,830
0.0% of portfolio
|
Q1 2025
Reduced 36.75%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
612
shares
|
$10,251
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
605
shares
|
$10,133
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
326
shares
|
$5,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|