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 95 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 $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
81,172
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
74,306
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Added 32.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,827
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
65,034
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
61,852
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
61,560
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
57,163
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Added 43.6%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
52,591
shares
|
$1.13 Million
0.69% of portfolio
|
Q3 2025
Added 54.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
51,989
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2025
Added 593.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
49,876
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2025
Added 28.7%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
42,415
shares
|
$910,225
0.32% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
39,263
shares
|
$842,583
0.23% of portfolio
|
Q3 2025
Added 24.95%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
38,830
shares
|
$833,291
0.05% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
37,443
shares
|
$803,526
0.03% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Seaview Investment Managers LLC
|
Nov 06, 2025 Q3 2025 |
36,820
shares
|
$790,157
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
36,179
shares
|
$776,401
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
34,360
shares
|
$737,365
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
32,527
shares
|
$698,029
0.02% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$683,372
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
31,314
shares
|
$671,998
0.26% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
29,706
shares
|
$637,490
0.0% of portfolio
|
Q3 2025
Added 109.97%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
28,157
shares
|
$604,249
0.35% of portfolio
|
Q2 2025
Reduced 26.3%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
28,018
shares
|
$601,266
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
27,893
shares
|
$598,583
0.02% of portfolio
|
Q3 2025
Added 136.72%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
27,430
shares
|
$588,647
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|