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 |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,005
shares
|
$300,827
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
13,441
shares
|
$288,712
0.06% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
11,864
shares
|
$254,838
0.09% of portfolio
|
Q1 2025
Reduced 31.01%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
11,457
shares
|
$246,096
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
11,290
shares
|
$242,509
0.05% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
10,500
shares
|
$225,540
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
9,850
shares
|
$211,578
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
9,628
shares
|
$206,809
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
9,052
shares
|
$194,436
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,911
shares
|
$191,408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
8,514
shares
|
$182,880
0.01% of portfolio
|
Q1 2025
Added 10.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
7,500
shares
|
$161,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,493
shares
|
$139,469
0.01% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,014
shares
|
$129,180
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,650
shares
|
$78,402
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,382
shares
|
$51,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,960
shares
|
$42,100
0.0% of portfolio
|
Q2 2024
Added 36.11%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,858
shares
|
$39,909
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1,782
shares
|
$38,277
0.02% of portfolio
|
Q1 2025
Reduced 95.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,020
shares
|
$21,909
0.0% of portfolio
|
Q2 2025
Reduced 73.4%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
523
shares
|
$11,234
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
523
shares
|
$11,234
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
430
shares
|
$9,236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
368
shares
|
$7,904
0.0% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|