Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
435K+ 4.44% |
$9.01M - $9.21M
|
10.2M
$210M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
376KNew |
$7.79M - $7.96M
|
376K
$7.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
256K+ 4115.75% |
$5.3M - $5.41M
|
262K
$5.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
226K+ 32.52% |
$4.68M - $4.79M
|
922K
$19M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
180K+ 25.92% |
$3.73M - $3.81M
|
876K
$18M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
140K+ 344.45% |
$2.89M - $2.95M
|
180K
$3.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
133K+ 506.17% |
$2.76M - $2.82M
|
159K
$3.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
125K+ 7.78% |
$2.59M - $2.65M
|
1.74M
$35.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
117K+ 13103.36% |
$2.42M - $2.47M
|
118K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
83.3KNew |
$1.73M - $1.76M
|
83.3K
$1.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
64.8KNew |
$1.34M - $1.37M
|
64.8K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
38KNew |
$787K - $804K
|
38K
$783K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.7K+ 389.87% |
$594K - $607K
|
36.1K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
28.5K+ 2.63% |
$589K - $602K
|
1.11M
$22.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28.1K+ 41.68% |
$582K - $595K
|
95.6K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.1KNew |
$478K - $488K
|
23.1K
$475K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.5K+ 4.45% |
$341K - $348K
|
386K
$7.94M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
14.9KNew |
$308K - $315K
|
14.9K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
14.9KNew |
$308K - $315K
|
14.9K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
14.5K+ 4.2% |
$300K - $306K
|
359K
$7.39M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.8K+ 7.02% |
$265K - $271K
|
195K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.5KNew |
$259K - $264K
|
12.5K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$210K - $214K
|
10.1K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.1K+ 1.7% |
$209K - $214K
|
602K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.98K+ 99810.0% |
$207K - $211K
|
9.99K
$206K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.81K+ 3.09% |
$182K - $186K
|
294K
$6.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.46K+ 7.47% |
$154K - $158K
|
107K
$2.21M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
7.37K+ 33.09% |
$153K - $156K
|
29.6K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.72K+ 6.41% |
$139K - $142K
|
112K
$2.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.5K+ 42.7% |
$114K - $116K
|
18.4K
$378K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.67K+ 2.44% |
$76K - $77.6K
|
154K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3.56K+ 8.48% |
$73.7K - $75.3K
|
45.6K
$938K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.46K+ 13.2% |
$50.9K - $52K
|
21.1K
$434K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.21KNew |
$45.7K - $46.7K
|
2.21K
$45.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.35K+ 2.36% |
$27.9K - $28.5K
|
58.5K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.29K+ 0.7% |
$26.6K - $27.2K
|
186K
$3.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 1.88% |
$24.9K - $25.4K
|
65K
$1.34M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.2K+ 1.64% |
$24.8K - $25.3K
|
74.5K
$1.53M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
953+ 3.83% |
$19.7K - $20.2K
|
25.9K
$532K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
791+ 5.24% |
$16.4K - $16.7K
|
15.9K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
771+ 6.01% |
$16K - $16.3K
|
13.6K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
666+ 403.64% |
$13.8K - $14.1K
|
831
$17.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656+ 2.84% |
$13.6K - $13.9K
|
23.8K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
445New |
$9.21K - $9.41K
|
445
$9.16K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
432New |
$8.94K - $9.14K
|
432
$8.89K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
353+ 2.67% |
$7.31K - $7.47K
|
13.6K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
253New |
$5.24K - $5.35K
|
253
$5.21K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
164+ 5.72% |
$3.39K - $3.47K
|
3.03K
$62.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 1.04% |
$3.11K - $3.17K
|
14.6K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
69New |
$1.43K - $1.46K
|
69
$1.42K
|