Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
16.8KNew |
$338K - $353K
|
16.8K
$350K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
16.4KNew |
$330K - $345K
|
16.4K
$342K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
16.4K+ 6.0% |
$329K - $343K
|
289K
$6.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
16.2KNew |
$326K - $341K
|
16.2K
$338K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
15.8KNew |
$318K - $332K
|
15.8K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2K+ 35.5% |
$306K - $319K
|
58K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
14.6K+ 20.67% |
$294K - $307K
|
85.4K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14.2K+ 18.24% |
$286K - $298K
|
92K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13.8K+ 2.13% |
$277K - $289K
|
659K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
13.3K+ 7.88% |
$267K - $279K
|
182K
$3.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13K+ 17.23% |
$262K - $273K
|
88.6K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13KNew |
$261K - $273K
|
13K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8KNew |
$257K - $268K
|
12.8K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12K+ 31.08% |
$241K - $252K
|
50.5K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
11.5KNew |
$231K - $241K
|
11.5K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$231K - $241K
|
11.5K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
11.4K+ 41.72% |
$229K - $239K
|
38.6K
$805K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$226K - $235K
|
11.2K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11.1K+ 2.24% |
$223K - $232K
|
504K
$10.5M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.9KNew |
$219K - $228K
|
10.9K
$227K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
10.9K+ 5.86% |
$219K - $228K
|
197K
$4.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.6KNew |
$214K - $223K
|
10.6K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10.5KNew |
$212K - $221K
|
10.5K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
10.5KNew |
$211K - $220K
|
10.5K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$211K - $220K
|
10.5K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
10.2KNew |
$205K - $214K
|
10.2K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
9.72K+ 2.36% |
$195K - $204K
|
421K
$8.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.64KNew |
$194K - $202K
|
9.64K
$201K
|
|
|
Jul 15, 2025
Q2 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
9.63K+ 6.33% |
$194K - $202K
|
162K
$3.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.63K+ 14.81% |
$194K - $202K
|
74.7K
$1.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
9.59KNew |
$193K - $201K
|
9.59K
$200K
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.58K+ 12.88% |
$193K - $201K
|
84K
$1.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
9.3K+ 73.15% |
$187K - $195K
|
22K
$458K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
8.9K+ 19.69% |
$179K - $187K
|
54.1K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
8.64K+ 4.53% |
$174K - $181K
|
199K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.6K+ 3.59% |
$153K - $160K
|
219K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.6K+ 65.21% |
$153K - $160K
|
19.2K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.44K+ 19.62% |
$150K - $156K
|
45.4K
$944K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.42K+ 63.28% |
$149K - $156K
|
19.1K
$399K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.1K+ 16.97% |
$143K - $149K
|
48.9K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
7.06K+ 19.08% |
$142K - $148K
|
44.1K
$918K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.83K+ 19.15% |
$137K - $143K
|
42.5K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
6.69K+ 5.78% |
$135K - $140K
|
122K
$2.55M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.47K+ 28.11% |
$130K - $136K
|
29.5K
$614K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.43K+ 9.91% |
$129K - $135K
|
71.3K
$1.48M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
6.27K+ 4.39% |
$126K - $132K
|
149K
$3.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.23K+ 0.71% |
$125K - $131K
|
882K
$18.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.03K+ 9.06% |
$121K - $127K
|
72.5K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
5.87K+ 4.67% |
$118K - $123K
|
132K
$2.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
5.82K+ 52.3% |
$117K - $122K
|
16.9K
$353K
|