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 65 institutions that hold shares in the stock, with a total of 3.56 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,425
shares
|
$834,591
0.0% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
33,420
shares
|
$725,882
0.01% of portfolio
|
Q3 2024
Added 115.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$701,056
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
29,105
shares
|
$632,160
0.19% of portfolio
|
Q3 2024
Added 19.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
28,837
shares
|
$626,339
0.0% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
27,040
shares
|
$587,308
0.04% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
25,516
shares
|
$554,207
0.24% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
25,064
shares
|
$544,390
0.26% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
24,327
shares
|
$528,382
0.4% of portfolio
|
Q4 2024
Added 249.12%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
23,979
shares
|
$520,823
0.1% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,214
shares
|
$504,208
0.0% of portfolio
|
Q3 2024
Added 182.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,692
shares
|
$492,870
0.01% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
22,492
shares
|
$488,526
0.0% of portfolio
|
Q3 2024
Reduced 28.28%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
17,551
shares
|
$381,207
0.0% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,412
shares
|
$378,188
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
17,059
shares
|
$370,521
0.14% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,617
shares
|
$360,921
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
16,607
shares
|
$360,704
0.0% of portfolio
|
Q3 2024
Added 65.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,876
shares
|
$301,386
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,862
shares
|
$301,082
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Cowen And Company, LLC
|
Nov 12, 2024 Q3 2024 |
12,142
shares
|
$263,724
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
11,277
shares
|
$244,936
0.02% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$235,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,350
shares
|
$224,802
0.0% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,693
shares
|
$210,531
0.0% of portfolio
|
Q3 2024
Added 10.99%
|