Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.42M+ 30.41% |
$29.6M - $29.9M
|
6.09M
$127M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
296KNew |
$6.18M - $6.23M
|
296K
$6.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 61.22% |
$3.24M - $3.27M
|
410K
$8.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
116K+ 12.51% |
$2.42M - $2.44M
|
1.05M
$21.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
114K+ 485.55% |
$2.37M - $2.4M
|
137K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
107K+ 6.07% |
$2.24M - $2.26M
|
1.88M
$39.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
72.2K+ 11.64% |
$1.5M - $1.52M
|
692K
$14.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
65.5K+ 5.88% |
$1.36M - $1.38M
|
1.18M
$24.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
65.4K+ 40.48% |
$1.36M - $1.38M
|
227K
$4.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
50.7K+ 21.05% |
$1.06M - $1.07M
|
292K
$6.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
44.2KNew |
$922K - $930K
|
44.2K
$921K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
40.2K+ 12.52% |
$838K - $846K
|
361K
$7.53M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31.6K+ 44.37% |
$659K - $665K
|
103K
$2.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
27.3K+ 32.47% |
$568K - $573K
|
111K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
27K+ 75.0% |
$563K - $568K
|
63K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
24.2K+ 222.82% |
$505K - $509K
|
35.1K
$730K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
23.4KNew |
$487K - $491K
|
23.4K
$486K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
23K+ 3.69% |
$478K - $483K
|
645K
$13.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
22.7K+ 9.69% |
$473K - $477K
|
257K
$5.35M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.3K+ 25.45% |
$465K - $469K
|
110K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Ninety One North America, Inc.
New York, NY |
BUY
|
- |
22.2K+ 111.0% |
$463K - $467K
|
42.2K
$879K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
21.5K+ 76.61% |
$449K - $453K
|
49.6K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19.6KNew |
$408K - $412K
|
19.6K
$407K
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19.5KNew |
$407K - $410K
|
19.5K
$406K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.4K+ 58.47% |
$405K - $409K
|
52.7K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.6K+ 30.26% |
$366K - $369K
|
75.6K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
16.6K+ 5.32% |
$346K - $350K
|
329K
$6.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
14.3K+ 133.97% |
$298K - $300K
|
25K
$520K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
13KNew |
$270K - $273K
|
13K
$270K
|
|
|
Oct 08, 2025
Q3 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
12.8KNew |
$266K - $269K
|
12.8K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 50441.67% |
$252K - $255K
|
12.1K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
12.1K+ 9.68% |
$252K - $254K
|
137K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.9K+ 45.75% |
$248K - $250K
|
37.9K
$788K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4K+ 13.97% |
$237K - $239K
|
92.6K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3KNew |
$236K - $238K
|
11.3K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.2K+ 17.96% |
$233K - $235K
|
73.4K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
11KNew |
$229K - $231K
|
11K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$226K - $228K
|
10.9K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.7K+ 18.38% |
$222K - $224K
|
68.7K
$1.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
10.2K+ 24.64% |
$213K - $215K
|
51.7K
$1.08M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.86K+ 6.51% |
$205K - $207K
|
161K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.64KNew |
$201K - $203K
|
9.64K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
9.33K+ 8.93% |
$194K - $196K
|
114K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.55K+ 7.13% |
$178K - $180K
|
129K
$2.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
6.77K+ 2.88% |
$141K - $142K
|
242K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.63K+ 10.26% |
$138K - $139K
|
71.3K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
6.61K+ 17.45% |
$138K - $139K
|
44.5K
$926K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.49K+ 2.93% |
$114K - $115K
|
193K
$4.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.27K+ 27.24% |
$110K - $111K
|
24.6K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.15K+ 3.04% |
$107K - $108K
|
174K
$3.63M
|