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 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-373- 3.1% |
$7.72K - $7.89K
|
11.6K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-380- 2.29% |
$7.87K - $8.04K
|
16.2K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-403- 8.54% |
$8.34K - $8.52K
|
4.31K
$90.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-419- 1.81% |
$8.67K - $8.86K
|
22.8K
$476K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-432- 2.8% |
$8.94K - $9.14K
|
15K
$314K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-554- 2.05% |
$11.5K - $11.7K
|
26.5K
$554K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-593- 4.27% |
$12.3K - $12.5K
|
13.3K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-604- 7.58% |
$12.5K - $12.8K
|
7.37K
$154K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-636- 21.66% |
$13.2K - $13.5K
|
2.3K
$48.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-675- 4.42% |
$14K - $14.3K
|
14.6K
$305K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-757- 3.18% |
$15.7K - $16K
|
23K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-777- 0.59% |
$16.1K - $16.4K
|
131K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-790- 4.74% |
$16.4K - $16.7K
|
15.9K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-850- 2.25% |
$17.6K - $18K
|
37K
$774K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-896- 8.99% |
$18.5K - $19K
|
9.07K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-931- 6.52% |
$19.3K - $19.7K
|
13.3K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-934Closed |
$19.3K - $19.8K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-969- 3.81% |
$20.1K - $20.5K
|
24.4K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.04K- 8.97% |
$21.5K - $22K
|
10.6K
$221K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.07K- 2.61% |
$22.1K - $22.6K
|
40K
$836K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 6.3% |
$22.5K - $23K
|
16.2K
$339K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.18K- 2.37% |
$24.4K - $25K
|
48.6K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.2K- 4.78% |
$24.8K - $25.4K
|
23.9K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.26K- 98.43% |
$26K - $26.5K
|
20
$418
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.37K- 3.62% |
$28.4K - $29.1K
|
36.6K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.62K- 3.32% |
$33.6K - $34.3K
|
47.3K
$988K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.63K- 0.77% |
$33.6K - $34.4K
|
209K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.63K- 5.26% |
$33.6K - $34.4K
|
29.3K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.66K- 12.58% |
$34.4K - $35.2K
|
11.6K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-1.7K- 1.33% |
$35.2K - $36K
|
126K
$2.63M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.72K- 1.12% |
$35.7K - $36.4K
|
152K
$3.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.81K- 1.2% |
$37.4K - $38.2K
|
149K
$3.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.93K- 34.75% |
$40K - $40.8K
|
3.62K
$75.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.97K- 25.98% |
$40.8K - $41.7K
|
5.62K
$117K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2K- 7.91% |
$41.3K - $42.2K
|
23.2K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2K- 16.67% |
$41.4K - $42.3K
|
10K
$209K
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
SELL
|
- |
-2.09K- 14.46% |
$43.3K - $44.3K
|
12.4K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.27K- 0.4% |
$46.9K - $47.9K
|
569K
$11.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.29K- 16.44% |
$47.3K - $48.4K
|
11.6K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-2.34K- 3.13% |
$48.4K - $49.5K
|
72.4K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.34K- 0.47% |
$48.5K - $49.6K
|
493K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.45K- 16.93% |
$50.6K - $51.7K
|
12K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.48K- 50.0% |
$51.4K - $52.5K
|
2.48K
$51.9K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.56K- 0.86% |
$53K - $54.2K
|
297K
$6.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.61K- 8.32% |
$54K - $55.2K
|
28.7K
$601K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 18.46% |
$54.9K - $56.1K
|
11.7K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.69K- 11.18% |
$55.7K - $56.9K
|
21.4K
$447K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.87K- 1.69% |
$59.4K - $60.7K
|
166K
$3.48M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.3K- 0.81% |
$68.3K - $69.8K
|
406K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.4K- 4.3% |
$70.3K - $71.8K
|
75.5K
$1.58M
|