Institutional Ownership Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 7.92 Million shares, which have been reported (via 13F filing form) to have a value of $174 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
871,556
shares
|
$19.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
458,441
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
429,770
shares
|
$9.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
374,362
shares
|
$8.22 Million
0.02% of portfolio
|
Q4 2024
Added 63.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
374,289
shares
|
$8.22 Million
0.08% of portfolio
|
Q4 2024
Added 13.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
354,561
shares
|
$7.79 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
346,464
shares
|
$7.61 Million
1.67% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
334,124
shares
|
$7.34 Million
0.0% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
328,959
shares
|
$7.23 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
272,190
shares
|
$5.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
243,668
shares
|
$5.35 Million
0.23% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
194,875
shares
|
$4.28 Million
1.52% of portfolio
|
Q4 2024
Added 300.75%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
186,214
shares
|
$4.09 Million
0.15% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
180,931
shares
|
$3.98 Million
1.72% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
177,967
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 42.26%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
170,047
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
118,596
shares
|
$2.61 Million
0.06% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
98,953
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
98,353
shares
|
$2.16 Million
1.16% of portfolio
|
Q4 2024
Added 23.88%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
84,590
shares
|
$1.86 Million
0.39% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
82,411
shares
|
$1.81 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
73,355
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 263.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,005
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 138.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
72,521
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 26.33%
|