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 76 institutions that hold shares in the stock, with a total of 6.15 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
823,000
shares
|
$18.1 Million
0.01% of portfolio
|
Q3 2024
Added 61.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
429,985
shares
|
$9.44 Million
0.0% of portfolio
|
Q3 2024
Added 21.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
411,278
shares
|
$9.03 Million
0.0% of portfolio
|
Q3 2024
Added 36.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
383,151
shares
|
$8.41 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
360,198
shares
|
$7.91 Million
0.02% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
329,741
shares
|
$7.24 Million
0.07% of portfolio
|
Q3 2024
Added 32.24%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
312,884
shares
|
$6.87 Million
1.5% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
274,876
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2024
Added 27.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
239,405
shares
|
$5.25 Million
0.24% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
229,615
shares
|
$5.04 Million
0.01% of portfolio
|
Q3 2024
Added 64.49%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
185,667
shares
|
$4.08 Million
0.15% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
154,170
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,229
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
132,164
shares
|
$2.9 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
125,097
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
104,787
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
103,618
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Added 79.62%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
79,395
shares
|
$1.74 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
74,561
shares
|
$1.64 Million
0.35% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
69,017
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,659
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Added 10.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,081
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
57,849
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
57,405
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
55,237
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 10.31%
|