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 50 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $56.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tlwm
San Antonio, TX |
Apr 15, 2024 Q1 2024 |
24,222
shares
|
$530,219
0.12% of portfolio
|
Q1 2024
Added 4.79%
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
22,760
shares
|
$498,216
0.04% of portfolio
|
Q1 2024
Added 15.67%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
22,692
shares
|
$496,727
0.01% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
18,818
shares
|
$411,926
0.0% of portfolio
|
Q1 2024
Reduced 8.61%
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 10, 2024 Q1 2024 |
17,846
shares
|
$390,648
0.25% of portfolio
|
Q1 2024
Reduced 39.58%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
16,407
shares
|
$359,149
0.01% of portfolio
|
Q1 2024
Added 7.47%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
14,640
shares
|
$320,469
0.0% of portfolio
|
Q1 2024
Added 8.23%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
13,874
shares
|
$303,701
0.0% of portfolio
|
Q4 2023
New holding
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
12,751
shares
|
$279,119
0.0% of portfolio
|
Q2 2024
Reduced 9.39%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
12,145
shares
|
$265,854
0.0% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
11,794
shares
|
$258,170
0.0% of portfolio
|
Q1 2024
Added 29.83%
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
9,381
shares
|
$205,350
0.08% of portfolio
|
Q4 2023
New holding
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Apr 24, 2024 Q1 2024 |
9,325
shares
|
$204,124
0.19% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
9,254
shares
|
$202,570
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
8,667
shares
|
$189,720
0.01% of portfolio
|
Q1 2024
Added 59.55%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
7,995
shares
|
$175,010
0.0% of portfolio
|
Q1 2024
Added 2.68%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
6,548
shares
|
$143,335
0.07% of portfolio
|
Q4 2023
New holding
|
|
Horizons Wealth Management
Asheville, NC |
Apr 03, 2024 Q1 2024 |
5,345
shares
|
$117,002
0.08% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
4,707
shares
|
$103,036
0.0% of portfolio
|
Q1 2023
Reduced 19.87%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
4,643
shares
|
$101,635
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
4,611
shares
|
$100,934
0.0% of portfolio
|
Q1 2024
Added 5.13%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
3,218
shares
|
$70,442
0.0% of portfolio
|
Q4 2023
Added 3.94%
|
|
First Command Advisory Services, Inc.
|
May 02, 2024 Q1 2024 |
2,057
shares
|
$45,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
1,100
shares
|
$24,079
0.0% of portfolio
|
Q4 2022
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|