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 71 institutions that hold shares in the stock, with a total of 3.73 Million shares, which have been reported (via 13F filing form) to have a value of $81.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
9,693
shares
|
$211,210
0.0% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
9,381
shares
|
$204,411
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,363
shares
|
$204,019
0.01% of portfolio
|
Q3 2024
Reduced 82.95%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
9,240
shares
|
$201,339
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
9,219
shares
|
$200,882
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9,171
shares
|
$199,836
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
9,110
shares
|
$198,506
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
7,550
shares
|
$164,514
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
5,294
shares
|
$115,356
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,707
shares
|
$102,565
0.0% of portfolio
|
Q1 2023
Reduced 19.87%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
4,643
shares
|
$101,170
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,527
shares
|
$98,643
0.0% of portfolio
|
Q3 2024
Added 249.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,476
shares
|
$97,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
3,746
shares
|
$81,625
0.0% of portfolio
|
Q2 2024
Added 82.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,368
shares
|
$73,388
0.0% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,100
shares
|
$23,969
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
1,000
shares
|
$21,790
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
720
shares
|
$15,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
308
shares
|
$6,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
253
shares
|
$5,512
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|