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 112 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $225 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
34,469
shares
|
$759,007
0.08% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
33,020
shares
|
$727,100
0.02% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
32,250
shares
|
$710,145
0.08% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
30,796
shares
|
$678,127
0.01% of portfolio
|
Q1 2025
Added 21.89%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
29,248
shares
|
$644,040
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
29,062
shares
|
$639,945
0.0% of portfolio
|
Q4 2024
Reduced 13.77%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
28,617
shares
|
$630,146
0.01% of portfolio
|
Q1 2025
Reduced 5.2%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
27,534
shares
|
$606,298
0.51% of portfolio
|
Q1 2025
Added 78.91%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
27,076
shares
|
$596,213
0.1% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
25,316
shares
|
$557,458
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
23,892
shares
|
$526,101
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
23,799
shares
|
$524,053
0.0% of portfolio
|
Q1 2025
Added 95.07%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
23,600
shares
|
$519,672
0.06% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
23,170
shares
|
$510,203
0.16% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
23,005
shares
|
$506,570
0.32% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
21,601
shares
|
$475,654
0.31% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,406
shares
|
$449,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Apr 22, 2025 Q1 2025 |
20,375
shares
|
$448,657
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
20,112
shares
|
$442,866
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
19,637
shares
|
$432,406
0.01% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
19,346
shares
|
$425,998
0.17% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
17,332
shares
|
$381,650
0.24% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
16,899
shares
|
$372,115
0.03% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,634
shares
|
$366,280
0.03% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
15,797
shares
|
$347,849
0.08% of portfolio
|
Q2 2025
New holding
|