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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.66K+ 14.85% |
$75.8K - $77.5K
|
28.3K
$592K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
3.56K+ 8.48% |
$73.7K - $75.3K
|
45.6K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.54K+ 10.81% |
$73.4K - $75K
|
36.3K
$760K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.01K+ 14.44% |
$62.3K - $63.6K
|
23.8K
$499K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.94KNew |
$60.9K - $62.2K
|
2.94K
$61.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 53.15% |
$51.8K - $52.9K
|
7.2K
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.48K+ 100.0% |
$51.4K - $52.5K
|
4.97K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.46K+ 13.2% |
$50.9K - $52K
|
21.1K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.44K+ 12.39% |
$50.6K - $51.7K
|
22.2K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.38K+ 2.04% |
$49.2K - $50.3K
|
119K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
2.38K+ 0.68% |
$49.2K - $50.2K
|
352K
$7.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 4.68% |
$46.3K - $47.3K
|
50K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.23K+ 248.39% |
$46.2K - $47.2K
|
3.13K
$65.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.21KNew |
$45.7K - $46.7K
|
2.21K
$46.1K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.98K+ 3.27% |
$41.1K - $42K
|
62.7K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.85K+ 0.88% |
$38.3K - $39.1K
|
211K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.79K+ 6.6% |
$37K - $37.8K
|
28.9K
$605K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.77K+ 3.9% |
$36.6K - $37.4K
|
47.1K
$985K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.73K+ 9.98% |
$35.8K - $36.6K
|
19.1K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6K+ 39.87% |
$33.1K - $33.8K
|
5.61K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 24.35% |
$33.1K - $33.8K
|
8.16K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 2.19% |
$32.4K - $33.1K
|
73K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.47K+ 7.72% |
$30.4K - $31.1K
|
20.5K
$429K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.35K+ 2.36% |
$27.9K - $28.5K
|
58.5K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.3K+ 63.89% |
$27K - $27.5K
|
3.34K
$69.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.29K+ 0.7% |
$26.6K - $27.2K
|
186K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.29K+ 5.25% |
$26.6K - $27.2K
|
25.8K
$538K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.27K+ 26.35% |
$26.2K - $26.8K
|
6.07K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.2K+ 1.88% |
$24.9K - $25.4K
|
65K
$1.36M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.2K+ 1.64% |
$24.8K - $25.3K
|
74.5K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
992+ 10.56% |
$20.5K - $21K
|
10.4K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
969+ 4.35% |
$20.1K - $20.5K
|
23.3K
$486K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
953+ 3.83% |
$19.7K - $20.2K
|
25.9K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
886New |
$18.3K - $18.7K
|
886
$18.5K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
837+ 3.76% |
$17.3K - $17.7K
|
23.1K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
791+ 5.24% |
$16.4K - $16.7K
|
15.9K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
780+ 4.09% |
$16.1K - $16.5K
|
19.8K
$415K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
771+ 6.01% |
$16K - $16.3K
|
13.6K
$284K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
745+ 5.82% |
$15.4K - $15.8K
|
13.5K
$283K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
666+ 403.64% |
$13.8K - $14.1K
|
831
$17.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
656+ 2.84% |
$13.6K - $13.9K
|
23.8K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
611+ 3.85% |
$12.6K - $12.9K
|
16.5K
$344K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
552New |
$11.4K - $11.7K
|
552
$11.5K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
546New |
$11.3K - $11.5K
|
546
$11.4K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
505+ 1.11% |
$10.5K - $10.7K
|
46.1K
$965K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
489New |
$10.1K - $10.3K
|
489
$10.2K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
462New |
$9.56K - $9.77K
|
462
$9.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
445New |
$9.21K - $9.41K
|
445
$9.3K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
442+ 210.48% |
$9.15K - $9.35K
|
652
$13.6K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
432New |
$8.94K - $9.14K
|
432
$9.03K
|