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 43 institutions that hold shares in the stock, with a total of 3.31 Million shares, which have been reported (via 13F filing form) to have a value of $71.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,399
shares
|
$267,694
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
12,182
shares
|
$263,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
10,790
shares
|
$232,956
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,467
shares
|
$225,982
0.01% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
10,163
shares
|
$219,419
0.0% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
9,175
shares
|
$198,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
8,050
shares
|
$173,799
0.01% of portfolio
|
Q3 2024
Added 118.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
6,493
shares
|
$140,183
0.01% of portfolio
|
Q3 2024
Added 135.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
6,045
shares
|
$130,511
0.03% of portfolio
|
Q3 2024
Added 29.44%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,470
shares
|
$118,097
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,692
shares
|
$79,710
0.01% of portfolio
|
Q3 2024
Added 131.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,350
shares
|
$50,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,316
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,930
shares
|
$41,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
523
shares
|
$11,291
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
523
shares
|
$11,291
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
201
shares
|
$4,339
0.0% of portfolio
|
Q1 2024
Reduced 6.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|