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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,635
shares
|
$344,282
0.0% of portfolio
|
Q1 2025
Reduced 37.52%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
15,011
shares
|
$330,542
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
14,536
shares
|
$320,082
0.01% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
14,321
shares
|
$315,348
0.1% of portfolio
|
Q1 2025
Added 24.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,923
shares
|
$306,584
0.02% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
13,500
shares
|
$297,270
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
13,275
shares
|
$292,315
0.06% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
13,190
shares
|
$290,443
0.06% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
12,349
shares
|
$271,924
0.0% of portfolio
|
Q4 2024
Added 23.9%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
11,500
shares
|
$253,230
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
11,389
shares
|
$250,785
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
11,365
shares
|
$250,257
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,301
shares
|
$248,848
0.01% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
11,203
shares
|
$246,690
0.0% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$220,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
9,438
shares
|
$207,824
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
9,161
shares
|
$201,725
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,423
shares
|
$185,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,798
shares
|
$171,711
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7,735
shares
|
$170,324
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,911
shares
|
$130,160
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
4,311
shares
|
$94,928
0.01% of portfolio
|
Q2 2025
Reduced 92.3%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
3,069
shares
|
$67,579
0.05% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,734
shares
|
$60,202
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,298
shares
|
$50,601
0.0% of portfolio
|
Q2 2024
Added 28.52%
|