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 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
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 4.42% |
$102K - $103K
|
116K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.73K+ 7.64% |
$98.7K - $99.6K
|
66.7K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.38KNew |
$91.2K - $92K
|
4.38K
$91.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24K+ 12.25% |
$67.6K - $68.2K
|
29.7K
$618K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.5K+ 5.12% |
$52.2K - $52.6K
|
51.4K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2K+ 7.26% |
$41.7K - $42.1K
|
29.6K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 7.12% |
$39.8K - $40.2K
|
28.7K
$599K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.81K+ 1.57% |
$37.6K - $38K
|
117K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.8K+ 0.91% |
$37.5K - $37.8K
|
198K
$4.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.36K+ 8.51% |
$28.3K - $28.6K
|
17.3K
$361K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.35K+ 5.63% |
$28.1K - $28.3K
|
25.3K
$527K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.25K+ 4.93% |
$26.1K - $26.3K
|
26.6K
$554K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
605+ 37.79% |
$12.6K - $12.7K
|
2.21K
$45.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
548+ 1.73% |
$11.4K - $11.5K
|
32.2K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
437+ 0.51% |
$9.11K - $9.19K
|
85.8K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
288+ 1.75% |
$6K - $6.06K
|
16.7K
$348K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
204+ 1.94% |
$4.25K - $4.29K
|
10.7K
$223K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
174New |
$3.63K - $3.66K
|
174
$3.62K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
141+ 0.85% |
$2.94K - $2.97K
|
16.8K
$349K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
135+ 0.7% |
$2.81K - $2.84K
|
19.4K
$403K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
123+ 1.21% |
$2.56K - $2.59K
|
10.3K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$1.56K - $1.58K
|
75
$1.56K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
48+ 1.26% |
$1K - $1.01K
|
3.86K
$80.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
30New |
$625 - $631
|
30
$625
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
24+ 1.77% |
$500 - $505
|
1.38K
$28.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$500 - $505
|
24
$500
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.04% |
$83.4 - $84.1
|
9.75K
$203K
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1+ 7.69% |
$20.8 - $21
|
14
$291
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 50.0% |
$41.7 - $42.1
|
2
$41.6
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.03% |
$146 - $147
|
20.8K
$433K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-48- 0.39% |
$1K - $1.01K
|
12.3K
$255K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-219- 1.35% |
$4.56K - $4.61K
|
16K
$333K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-283- 2.73% |
$5.9K - $5.95K
|
10.1K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-367- 1.49% |
$7.65K - $7.72K
|
24.3K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-843- 3.43% |
$17.6K - $17.7K
|
23.7K
$494K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-863- 4.01% |
$18K - $18.1K
|
20.6K
$430K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-927- 0.23% |
$19.3K - $19.5K
|
405K
$8.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1K- 2.0% |
$20.9K - $21.1K
|
49K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.25K- 33.83% |
$26.1K - $26.3K
|
2.45K
$50.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.4K- 6.06% |
$29.2K - $29.5K
|
21.7K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.49K- 2.61% |
$31.1K - $31.4K
|
55.7K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-1.53K- 6.65% |
$31.9K - $32.2K
|
21.5K
$447K
|
|
|
Oct 10, 2025
Q3 2025
|
Fc Advisory LLC
|
SELL
|
- |
-1.56K- 2.36% |
$32.4K - $32.7K
|
64.3K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-2.18K- 15.55% |
$45.4K - $45.8K
|
11.8K
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-2.44K- 9.01% |
$50.9K - $51.4K
|
24.7K
$513K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-5.07K- 14.34% |
$106K - $107K
|
30.3K
$630K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.37K- 4.05% |
$112K - $113K
|
127K
$2.65M
|