Invesco Exchange-Traded Self-Indexed Fund Trust - BSJU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,037,638 | 26,782 | 0.01% | 0.0% | 1 | +413,363 | 66.21% | Q2 2026 | Aug 07, 2026 |
| Legacy Financial Group LLC | History | Added to | 645,037 | 16,649 | 1.87% | 1.81% | 2 | +84,154 | 15.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 395,164 | 10,199 | 0.01% | 0.01% | 3 | +16,747 | 4.43% | Q2 2026 | Aug 19, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 387,313 | 10,012 | 2.0% | 2.04% | 4 | +25,050 | 6.91% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | Added to | 377,986 | 9,756 | 0.06% | 0.06% | 5 | +43,326 | 12.95% | Q2 2026 | Aug 17, 2026 |
| SFE Investment Counsel | History | Added to | 274,568 | 7,086 | 0.96% | 1.01% | 6 | +24,079 | 9.61% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 255,425 | 6,592 | 0.01% | 0.01% | 7 | +106,062 | 71.01% | Q2 2026 | Aug 14, 2026 |
| GPM Growth Investors, Inc. | History | Added to | 251,932 | 6,502 | 2.72% | 2.35% | 8 | +33,944 | 15.57% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 225,239 | 5,813 | 0.03% | 0.02% | 9 | +52,051 | 30.05% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 222,549 | 5,744 | 0.0% | 0.0% | 10 | +20,943 | 10.39% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 217,271 | 5,607 | 0.01% | 0.0% | 11 | +43,963 | 25.37% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 165,411 | 4,267 | 0.0% | 0.0% | 12 | +32,799 | 24.73% | Q2 2026 | Aug 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 160,988 | 4,155 | 1.54% | 1.55% | 13 | +17,090 | 11.88% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 156,880 | 4,049 | 0.0% | 0.0% | 14 | +16,897 | 12.07% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,350 | 3,979 | 0.0% | 0.0% | 15 | +40,773 | 35.9% | Q2 2026 | Aug 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 150,630 | 3,887 | 0.81% | 1.61% | 16 | -150,388 | -49.96% | Q2 2026 | Aug 04, 2026 |
| Advisory Alpha, LLC | History | Added to | 148,157 | 3,824 | 0.09% | 0.1% | 17 | +1,586 | 1.08% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 139,278 | 3,594 | 0.0% | 0.0% | 18 | +28,922 | 26.21% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 127,338 | 3,286 | 0.0% | 0.0% | 19 | +433 | 0.34% | Q2 2026 | Jul 29, 2026 |
| Kinetic Wealth Investment Advisors LLC | History | New | 120,413 | 3,107 | 1.46% | — | 20 | +120,413 | New | Q2 2026 | Sep 02, 2026 |
| Turning Point Benefit Group, Inc. | History | Added to | 93,853 | 2,422 | 1.04% | 0.94% | 21 | +36,512 | 63.68% | Q2 2026 | Jul 23, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 91,126 | 2,352 | 0.13% | 0.14% | 22 | +37 | 0.04% | Q2 2026 | Aug 10, 2026 |
| Milestones Private Investment Advisors LLC | History | Reduced | 91,115 | 2,351 | 1.87% | 2.07% | 23 | -750 | -0.82% | Q2 2026 | Jul 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 78,538 | 2,027 | 0.03% | 0.03% | 24 | +485 | 0.62% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 70,474 | 1,819 | 0.0% | 0.0% | 25 | +12,404 | 21.36% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 67,984 | 1,754 | 0.03% | 0.03% | 26 | +1,232 | 1.85% | Q2 2026 | Jul 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 60,156 | 1,552 | 0.0% | 0.01% | 27 | +2,259 | 3.9% | Q2 2026 | Aug 12, 2026 |
| Altrius Capital Management Inc | History | Added to | 60,133 | 1,552 | 0.29% | 0.3% | 28 | +407 | 0.68% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,907 | 798 | 0.0% | 0.0% | 29 | +8,453 | 37.65% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | Reduced | 30,451 | 785 | 0.01% | 0.01% | 30 | -200 | -0.65% | Q2 2026 | Jul 15, 2026 |
| Tudor Financial Inc. | History | New | 26,723 | 689 | 0.31% | — | 31 | +26,723 | New | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | Added to | 26,647 | 687 | 0.04% | 0.04% | 32 | +3,446 | 14.85% | Q2 2026 | Aug 06, 2026 |
| Axim Planning & Wealth | History | Reduced | 26,541 | 685 | 0.96% | 0.84% | 33 | -573 | -2.11% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 26,307 | 679 | 0.01% | 0.01% | 34 | +5,019 | 23.58% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | Added to | 25,645 | 661 | 0.0% | 0.0% | 35 | +272 | 1.07% | Q2 2026 | Aug 13, 2026 |
| Keel Point, LLC | History | No change | 25,352 | 654 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 25,166 | 649 | 0.01% | 0.01% | 37 | -1,130 | -4.3% | Q2 2026 | Jul 14, 2026 |
| Ark Wealth Advisors LLC | History | Reduced | 23,497 | 606 | 0.54% | 0.61% | 38 | -794 | -3.27% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 23,308 | 601 | 0.01% | 0.01% | 39 | +1 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,546 | 581 | 0.0% | 0.0% | 40 | +530 | 2.41% | Q2 2026 | Sep 23, 2026 |
| VestGen Advisors, LLC | History | Added to | 19,806 | 511 | 0.01% | 0.01% | 41 | +2,118 | 11.97% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 19,555 | 504 | 0.01% | 0.01% | 42 | +625 | 3.3% | Q2 2026 | Jul 31, 2026 |
| Simplicity Wealth,LLC | History | Added to | 18,001 | 464 | 0.02% | 0.01% | 43 | +7,753 | 75.65% | Q2 2026 | Aug 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 17,730 | 457 | 0.02% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 17,011 | 439 | 0.21% | 0.21% | 45 | +794 | 4.9% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 15,479 | 400 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 15,072 | 389 | 0.04% | 0.05% | 47 | +259 | 1.75% | Q2 2026 | Aug 11, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 15,003 | 387 | 0.02% | 0.03% | 48 | +75 | 0.5% | Q2 2026 | Jul 30, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 14,762 | 381 | 0.05% | 0.05% | 49 | +615 | 4.35% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,543 | 375 | 0.0% | 0.0% | 50 | +734 | 5.32% | Q2 2026 | Sep 02, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,325 | 369 | 0.0% | 0.0% | 51 | -49 | -0.34% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,853 | 357 | 0.0% | 0.0% | 52 | +776 | 5.93% | Q2 2026 | Jul 17, 2026 |
| Tassel Capital Management, Inc. | History | New | 12,704 | 327 | 0.15% | — | 53 | +12,704 | New | Q2 2026 | Aug 07, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Added to | 11,795 | 304 | 0.08% | 0.07% | 54 | +1,570 | 15.35% | Q2 2026 | Aug 03, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,404 | 268 | 0.01% | 0.0% | 55 | +5,033 | 93.71% | Q2 2026 | Aug 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 9,975 | 257 | 0.13% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealth Quarterback LLC | History | Added to | 9,486 | 244 | 0.08% | 0.08% | 57 | +1,441 | 17.91% | Q2 2026 | Jul 27, 2026 |
| Net Worth Advisory Group | History | Reduced | 9,179 | 236 | 0.06% | 0.07% | 58 | -4,355 | -32.18% | Q2 2026 | Jul 13, 2026 |
| Savvy Advisors, Inc. | History | New | 8,607 | 222 | 0.0% | — | 59 | +8,607 | New | Q2 2026 | Aug 03, 2026 |
| IMA Advisory Services, Inc. | History | No change | 8,494 | 219 | 0.01% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 8,229 | 212 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key FInancial Inc | History | No change | 8,205 | 211 | 0.03% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 5,725 | 147 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | Added to | 2,712 | 69 | 0.0% | 0.0% | 64 | +19 | 0.71% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2,044 | 52 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,724 | 44 | 0.0% | 0.01% | 66 | -2,322 | -57.39% | Q2 2026 | Jul 30, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 970 | 25 | 0.02% | 0.01% | 67 | +16 | 1.68% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 753 | 19 | 0.0% | — | 68 | +753 | New | Q2 2026 | Jul 22, 2026 |
| Community Financial Services Group, LLC | History | No change | 125 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 86 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -53,694 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,555 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,043 | -100.0% | Q1 2026 | May 05, 2026 |
| MONECO ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,775 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -15,648 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,899 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,104 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,911 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Horizons Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,429 | -100.0% | Q1 2026 | Apr 02, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |