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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
48,628
shares
|
$1.07 Million
0.4% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
38,511
shares
|
$845,316
0.11% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
37,765
shares
|
$828,941
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
36,999
shares
|
$812,128
0.05% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,988
shares
|
$789,936
0.0% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,937
shares
|
$766,867
0.0% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
34,861
shares
|
$765,198
0.04% of portfolio
|
Q3 2024
Added 173.55%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
33,702
shares
|
$739,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
33,260
shares
|
$730,057
0.05% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
31,435
shares
|
$689,998
0.02% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30,604
shares
|
$671,757
0.0% of portfolio
|
Q3 2024
Reduced 20.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
29,351
shares
|
$644,254
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
28,997
shares
|
$636,484
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
28,581
shares
|
$627,352
0.0% of portfolio
|
Q3 2024
Added 13.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
26,523
shares
|
$582,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
25,835
shares
|
$567,078
0.06% of portfolio
|
Q3 2024
Added 38.04%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
25,227
shares
|
$553,732
0.16% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
24,632
shares
|
$540,672
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
23,573
shares
|
$517,427
0.06% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
23,248
shares
|
$510,293
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
23,119
shares
|
$507,462
0.0% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
20,820
shares
|
$456,999
0.29% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
20,200
shares
|
$443,390
0.0% of portfolio
|
Q3 2024
Added 213.42%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,314
shares
|
$401,992
0.03% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
15,898
shares
|
$348,961
0.07% of portfolio
|
Q3 2024
New holding
|