Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 2.78 Million shares, which have been reported (via 13F filing form) to have a value of $61.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
317,438
shares
|
$7.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.61%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
242,242
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2024
Added 7.89%
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
189,977
shares
|
$4.21 Million
3.16% of portfolio
|
Q2 2024
Added 7.22%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.93 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
Insight Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
135,972
shares
|
$3.01 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
129,831
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2024
Added 17.48%
|
|
Legacy Private Trust Co.
|
Jul 12, 2024 Q2 2024 |
128,595
shares
|
$2.85 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
114,509
shares
|
$2.54 Million
0.0% of portfolio
|
Q2 2024
Added 7.91%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
110,225
shares
|
$2.44 Million
0.58% of portfolio
|
Q2 2024
Added 29.22%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
98,168
shares
|
$2.17 Million
0.73% of portfolio
|
Q2 2024
Added 9.79%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
94,049
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
83,318
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2024
Added 25.23%
|
|
Atlantic Union Bankshares Corp
|
Jul 24, 2024 Q2 2024 |
82,088
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2024
Added 15.66%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
69,293
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2024
Added 17.09%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
61,412
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Added 116.88%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
58,788
shares
|
$1.3 Million
0.16% of portfolio
|
Q2 2024
Reduced 12.49%
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 23, 2024 Q2 2024 |
58,586
shares
|
$1.3 Million
0.51% of portfolio
|
Q2 2024
Added 17.16%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
54,930
shares
|
$1.22 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,575
shares
|
$1.16 Million
0.34% of portfolio
|
Q1 2022
Added 17.85%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
44,013
shares
|
$974,447
0.0% of portfolio
|
Q2 2024
Added 18.16%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
33,617
shares
|
$744,280
0.0% of portfolio
|
Q2 2024
Added 12.32%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
31,360
shares
|
$694,310
0.0% of portfolio
|
Q2 2024
Added 11.86%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
30,627
shares
|
$678,081
0.0% of portfolio
|
Q2 2024
Added 20.76%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
25,059
shares
|
$554,806
0.0% of portfolio
|
Q2 2024
Added 33.17%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
25,027
shares
|
$554,097
0.04% of portfolio
|
Q2 2024
Added 9.96%
|