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 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
412+ 0.18% |
$8.53K - $8.71K
|
227K
$4.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
408+ 24.27% |
$8.45K - $8.63K
|
2.09K
$43.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
408+ 2.93% |
$8.45K - $8.63K
|
14.3K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
377New |
$7.8K - $7.97K
|
377
$7.88K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
369+ 2.61% |
$7.64K - $7.8K
|
14.5K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
353+ 2.67% |
$7.31K - $7.47K
|
13.6K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
327New |
$6.77K - $6.92K
|
327
$6.84K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
311+ 85.21% |
$6.44K - $6.58K
|
676
$14.1K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
300+ 193.55% |
$6.21K - $6.35K
|
455
$9.51K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
299+ 0.57% |
$6.19K - $6.32K
|
52.9K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
253New |
$5.24K - $5.35K
|
253
$5.29K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
250+ 0.79% |
$5.18K - $5.29K
|
31.7K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
187+ 1.32% |
$3.87K - $3.96K
|
14.4K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
184New |
$3.81K - $3.89K
|
184
$3.85K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
175+ 0.15% |
$3.62K - $3.7K
|
116K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
164+ 5.72% |
$3.39K - $3.47K
|
3.03K
$63.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
163+ 1.65% |
$3.37K - $3.45K
|
10K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
160New |
$3.31K - $3.38K
|
160
$3.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
158+ 4.76% |
$3.27K - $3.34K
|
3.48K
$72.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 1.04% |
$3.11K - $3.17K
|
14.6K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
139+ 0.4% |
$2.88K - $2.94K
|
35.1K
$734K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
136+ 0.7% |
$2.82K - $2.88K
|
19.6K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
125+ 1.17% |
$2.59K - $2.64K
|
10.8K
$225K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
105+ 23.33% |
$2.17K - $2.22K
|
555
$11.6K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 11.36% |
$2.11K - $2.16K
|
1K
$20.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
90+ 428.57% |
$1.86K - $1.9K
|
111
$2.32K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
74+ 0.06% |
$1.53K - $1.57K
|
125K
$2.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
69New |
$1.43K - $1.46K
|
69
$1.44K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
55+ 1.66% |
$1.14K - $1.16K
|
3.38K
$70.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
36+ 0.19% |
$745 - $761
|
19.3K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
36+ 0.06% |
$745 - $761
|
58.4K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
24New |
$497 - $508
|
24
$502
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
24New |
$497 - $508
|
24
$502
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
22+ 1.68% |
$455 - $465
|
1.33K
$27.8K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17New |
$352 - $360
|
17
$355
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
14New |
$290 - $296
|
14
$293
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
9+ 1.6% |
$186 - $190
|
572
$12K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.17% |
$124 - $127
|
3.48K
$72.8K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$20.7 - $21.2
|
1
$20.9
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.85% |
$20.7 - $21.2
|
119
$2.49K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$20.7 - $21.2
|
1.7K
$35.6K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-18- 0.05% |
$373 - $381
|
37.8K
$790K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-21Closed |
$435 - $444
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-38- 14.79% |
$787 - $804
|
219
$4.58K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-43- 0.22% |
$890 - $909
|
19.2K
$401K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-114- 0.97% |
$2.36K - $2.41K
|
11.7K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-142- 64.84% |
$2.94K - $3K
|
77
$1.61K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-168- 1.56% |
$3.48K - $3.55K
|
10.6K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-179- 4.8% |
$3.71K - $3.79K
|
3.55K
$74.2K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-263- 71.86% |
$5.44K - $5.56K
|
103
$2.15K
|