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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
55,052
shares
|
$1.18 Million
0.45% of portfolio
|
Q1 2025
Added 236.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
52,118
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 161.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
49,448
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
39,915
shares
|
$857,374
0.06% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
39,494
shares
|
$848,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
39,209
shares
|
$842,209
0.0% of portfolio
|
Q1 2025
Added 30.5%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
38,204
shares
|
$820,621
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
37,043
shares
|
$795,683
0.03% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
33,365
shares
|
$716,680
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
33,077
shares
|
$710,493
0.35% of portfolio
|
Q1 2025
Added 174.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
32,616
shares
|
$700,591
0.02% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,844
shares
|
$684,009
0.0% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
31,394
shares
|
$674,343
0.21% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
28,102
shares
|
$603,630
0.01% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
26,695
shares
|
$573,408
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,562
shares
|
$570,551
0.0% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,777
shares
|
$510,729
0.0% of portfolio
|
Q3 2024
Added 26.42%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
22,240
shares
|
$477,715
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
22,122
shares
|
$475,180
0.31% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
20,588
shares
|
$442,230
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,560
shares
|
$420,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
19,289
shares
|
$414,327
0.0% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,840
shares
|
$340,243
0.03% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
15,447
shares
|
$331,801
0.01% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
14,687
shares
|
$315,476
0.06% of portfolio
|
Q1 2025
Added 4.13%
|