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 83 institutions that hold shares in the stock, with a total of 8.01 Million shares, which have been reported (via 13F filing form) to have a value of $172 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,874,078
shares
|
$40.3 Million
0.01% of portfolio
|
Q2 2025
Added 43.61%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
674,903
shares
|
$14.5 Million
2.46% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
552,552
shares
|
$11.9 Million
0.12% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
379,932
shares
|
$8.16 Million
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
355,560
shares
|
$7.64 Million
3.35% of portfolio
|
Q2 2025
Added 151.9%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
355,560
shares
|
$7.64 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
351,183
shares
|
$7.54 Million
0.02% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
337,617
shares
|
$7.25 Million
1.34% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
315,864
shares
|
$6.78 Million
0.74% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
315,778
shares
|
$6.78 Million
0.0% of portfolio
|
Q1 2025
Added 15.65%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
220,224
shares
|
$4.73 Million
1.96% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
183,877
shares
|
$3.95 Million
0.12% of portfolio
|
Q2 2025
Added 9.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
167,241
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
146,351
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
125,377
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
124,276
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Added 53.83%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
113,603
shares
|
$2.44 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
94,004
shares
|
$2.02 Million
0.2% of portfolio
|
Q2 2025
Added 33.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
92,631
shares
|
$1.99 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
87,324
shares
|
$1.88 Million
1.54% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
84,700
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 34.26%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
80,784
shares
|
$1.74 Million
1.48% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
77,806
shares
|
$1.67 Million
0.03% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
72,164
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 25.85%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
70,796
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 267.03%
|