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 128 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
10,623
shares
|
$233,174
0.01% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$219,500
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Oct 27, 2025 Q3 2025 |
9,204
shares
|
$202,027
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
9,161
shares
|
$201,083
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
7,994
shares
|
$175,468
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,798
shares
|
$171,166
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
7,046
shares
|
$154,659
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
6,925
shares
|
$152,003
0.01% of portfolio
|
Q3 2025
Added 385.96%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
4,350
shares
|
$95,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
3,810
shares
|
$83,629
0.06% of portfolio
|
Q4 2025
Added 24.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,926
shares
|
$64,225
0.0% of portfolio
|
Q2 2025
Added 58.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,298
shares
|
$50,441
0.0% of portfolio
|
Q2 2024
Added 28.52%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
2,294
shares
|
$50,353
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
1,916
shares
|
$42,056
0.0% of portfolio
|
Q4 2025
Added 55.65%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,859
shares
|
$40,805
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,571
shares
|
$34,483
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,400
shares
|
$30,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,328
shares
|
$29,149
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
1,311
shares
|
$28,776
0.01% of portfolio
|
Q3 2025
Reduced 24.48%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,121
shares
|
$24,605
0.01% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,026
shares
|
$22,520
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
941
shares
|
$20,654
0.0% of portfolio
|
Q2 2025
Added 159.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
450
shares
|
$9,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
300
shares
|
$6,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
169
shares
|
$3,709
0.0% of portfolio
|
Q3 2025
Reduced 99.29%
|
|