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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
11.3KNew |
$233K - $238K
|
11.3K
$235K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.2KNew |
$233K - $238K
|
11.2K
$235K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.9K+ 39.22% |
$225K - $230K
|
38.6K
$806K
|
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.7KNew |
$221K - $226K
|
10.7K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
10.5K+ 17.37% |
$218K - $222K
|
71.1K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.1KNew |
$210K - $214K
|
10.1K
$212K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
10.1K+ 1.7% |
$209K - $214K
|
602K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
10KNew |
$207K - $212K
|
10K
$209K
|
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10K+ 20.37% |
$207K - $211K
|
59.1K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.98K+ 99810.0% |
$207K - $211K
|
9.99K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
9.9K+ 10.64% |
$205K - $209K
|
103K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.86KNew |
$204K - $208K
|
9.86K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
9.8KNew |
$203K - $207K
|
9.8K
$205K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.7KNew |
$201K - $205K
|
9.7K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.46K+ 33.22% |
$196K - $200K
|
37.9K
$793K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.81K+ 3.09% |
$182K - $186K
|
294K
$6.15M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
8.06K+ 38.85% |
$167K - $170K
|
28.8K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
7.6K+ 11.37% |
$157K - $161K
|
74.4K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.52K+ 27.85% |
$156K - $159K
|
34.5K
$722K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
7.46K+ 7.47% |
$154K - $158K
|
107K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.39K+ 6.08% |
$153K - $156K
|
129K
$2.7M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
7.37K+ 33.09% |
$153K - $156K
|
29.6K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.07K+ 0.91% |
$146K - $150K
|
784K
$16.4M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.8K+ 5.0% |
$141K - $144K
|
143K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.72K+ 6.41% |
$139K - $142K
|
112K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
6.5K+ 38.41% |
$135K - $138K
|
23.4K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
6.44K+ 10.37% |
$133K - $136K
|
68.5K
$1.43M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
6.35K+ 7.01% |
$131K - $134K
|
97K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
6.09K+ 4.36% |
$126K - $129K
|
146K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.96K+ 5.19% |
$123K - $126K
|
121K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.7K+ 59.68% |
$118K - $121K
|
15.3K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.56K+ 5.64% |
$115K - $118K
|
104K
$2.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.5K+ 42.7% |
$114K - $116K
|
18.4K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
5.46K+ 23.7% |
$113K - $116K
|
28.5K
$596K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.38K+ 4.85% |
$111K - $114K
|
116K
$2.43M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
5.35K+ 8.18% |
$111K - $113K
|
70.8K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.23K+ 15.22% |
$108K - $111K
|
39.6K
$828K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.15K+ 9.55% |
$107K - $109K
|
59K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.88K+ 7.73% |
$101K - $103K
|
67.9K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
4.56K+ 2.78% |
$94.4K - $96.4K
|
168K
$3.52M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
4.56K+ 1.46% |
$94.4K - $96.4K
|
316K
$6.61M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.53K+ 7.38% |
$93.8K - $95.9K
|
66K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
4.51K+ 3.28% |
$93.4K - $95.4K
|
142K
$2.97M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
4.39K+ 1.73% |
$91K - $92.9K
|
259K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.3K+ 11.57% |
$89K - $90.9K
|
41.5K
$867K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 11.17% |
$85.9K - $87.8K
|
41.3K
$864K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.12K+ 2.19% |
$85.3K - $87.2K
|
193K
$4.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.9K+ 0.09% |
$80.7K - $82.5K
|
4.27M
$89.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.71K+ 1.78% |
$76.7K - $78.4K
|
212K
$4.43M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.67K+ 2.44% |
$76K - $77.6K
|
154K
$3.22M
|