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 75 institutions that hold shares in the stock, with a total of 7.05 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,305,008
shares
|
$28 Million
0.01% of portfolio
|
Q1 2025
Added 42.72%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
690,857
shares
|
$14.8 Million
2.56% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
371,188
shares
|
$7.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
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 |
May 06, 2025 Q1 2025 |
318,528
shares
|
$6.84 Million
1.4% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
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%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
306,363
shares
|
$6.58 Million
0.77% of portfolio
|
Q1 2025
Added 2583.63%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
213,788
shares
|
$4.59 Million
2.05% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
177,641
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
176,446
shares
|
$3.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.09%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
167,516
shares
|
$3.6 Million
0.12% of portfolio
|
Q1 2025
Added 107.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
142,470
shares
|
$3.06 Million
0.0% of portfolio
|
Q1 2025
Added 39.34%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
141,153
shares
|
$3.03 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
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
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
95,154
shares
|
$2.04 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
80,786
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2025
Added 88.05%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
78,613
shares
|
$1.69 Million
1.46% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
75,533
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
74,754
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
70,459
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
63,086
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2025
Added 74.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
59,194
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 2821.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
57,340
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Added 29305.13%
|