Institutional Ownership Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.74 Million shares, which have been reported (via 13F filing form) to have a value of $80.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
660,589
shares
|
$14.2 Million
2.63% of portfolio
|
Q4 2024
Added 37.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
601,838
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 145.52%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
392,078
shares
|
$8.44 Million
0.0% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
390,658
shares
|
$8.41 Million
0.09% of portfolio
|
Q3 2024
Added 56.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
355,146
shares
|
$7.64 Million
0.02% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
246,294
shares
|
$5.3 Million
1.17% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
174,240
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2024
Added 46.27%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
151,108
shares
|
$3.25 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
78,396
shares
|
$1.69 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
63,524
shares
|
$1.37 Million
0.18% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,401
shares
|
$912,469
0.0% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,486
shares
|
$892,778
0.0% of portfolio
|
Q3 2024
Added 61.9%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
37,910
shares
|
$815,823
0.06% of portfolio
|
Q4 2024
Added 168.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
32,906
shares
|
$708,137
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$685,282
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
31,069
shares
|
$668,604
0.24% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
30,939
shares
|
$665,807
0.0% of portfolio
|
Q3 2024
Added 45.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,857
shares
|
$642,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
27,615
shares
|
$594,274
0.03% of portfolio
|
Q3 2024
Added 85.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,313
shares
|
$566,255
0.0% of portfolio
|
Q3 2024
Added 2128.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$511,681
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
23,297
shares
|
$501,351
0.0% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
21,881
shares
|
$470,879
0.02% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
21,352
shares
|
$459,495
0.3% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,222
shares
|
$456,697
0.0% of portfolio
|
Q3 2024
New holding
|