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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,200
shares
|
$48,444
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,843
shares
|
$40,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,736
shares
|
$38,226
0.02% of portfolio
|
Q1 2025
Reduced 95.38%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,328
shares
|
$29,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,194
shares
|
$26,291
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
1,025
shares
|
$22,570
0.01% of portfolio
|
Q2 2025
Added 48.12%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
450
shares
|
$9,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
450
shares
|
$9,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
425
shares
|
$9,358
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
363
shares
|
$7,993
0.0% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
28
shares
|
$616
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|