Purchases and Sales Made in Q1 2025 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
13KNew |
$268K - $269K
|
13K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
12.2K+ 10.52% |
$252K - $253K
|
128K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
12.1KNew |
$251K - $252K
|
12.1K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11.3K+ 1.2% |
$233K - $234K
|
949K
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
11.2KNew |
$231K - $232K
|
11.2K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.1K+ 47.27% |
$228K - $229K
|
34.5K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10.9K+ 2.53% |
$226K - $227K
|
442K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.99KNew |
$206K - $207K
|
9.99K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
9.92K+ 11.57% |
$205K - $206K
|
95.7K
$1.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
9.77KNew |
$202K - $203K
|
9.77K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.59K+ 45.86% |
$198K - $199K
|
30.5K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.51K+ 3.54% |
$196K - $197K
|
278K
$5.76M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.67K+ 15.39% |
$179K - $180K
|
65K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
8.21K+ 14.47% |
$170K - $170K
|
65K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
8.12K+ 3.73% |
$168K - $168K
|
226K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.04K+ 1.47% |
$166K - $167K
|
554K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.97K+ 11.86% |
$164K - $165K
|
75.1K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.56K+ 2.58% |
$156K - $157K
|
300K
$6.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.2K+ 27.17% |
$149K - $149K
|
33.7K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.8K+ 9.81% |
$140K - $141K
|
76.2K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
6.77K+ 3.64% |
$140K - $140K
|
193K
$3.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.84KNew |
$120K - $121K
|
5.84K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.76KNew |
$119K - $119K
|
5.76K
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
5.73K+ 21.91% |
$118K - $119K
|
31.9K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.49K+ 7.86% |
$113K - $114K
|
75.3K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
5.42K+ 0.77% |
$112K - $112K
|
706K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.36K+ 5.68% |
$111K - $111K
|
99.8K
$2.07M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
5.34K+ 17.61% |
$110K - $111K
|
35.6K
$738K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.07K+ 3.35% |
$105K - $105K
|
156K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
4.69K+ 0.48% |
$96.8K - $97.2K
|
981K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.61K+ 4.09% |
$95.1K - $95.5K
|
117K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
4.2K+ 5.92% |
$86.8K - $87.1K
|
75.2K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
4.14K+ 3.63% |
$85.4K - $85.8K
|
118K
$2.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.13K+ 3.33% |
$85.2K - $85.6K
|
128K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.95K+ 22.79% |
$81.5K - $81.8K
|
21.3K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.94K+ 25.63% |
$81.3K - $81.6K
|
19.3K
$400K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.88K+ 104.36% |
$80K - $80.4K
|
7.59K
$157K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.63K+ 33.72% |
$74.9K - $75.2K
|
14.4K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.59K+ 3.39% |
$74.1K - $74.5K
|
110K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.5K+ 4.82% |
$72.3K - $72.6K
|
76.1K
$1.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.27K+ 5.99% |
$67.4K - $67.7K
|
57.8K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.18K+ 8.57% |
$65.6K - $65.9K
|
40.2K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.15K+ 3.77% |
$65K - $65.3K
|
86.8K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.11K+ 46.98% |
$64.3K - $64.5K
|
9.74K
$202K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.06K+ 8.84% |
$63.1K - $63.4K
|
37.6K
$779K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.05K+ 7.3% |
$63K - $63.2K
|
44.8K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.02K+ 13.7% |
$62.3K - $62.5K
|
25K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.72K+ 9.08% |
$56K - $56.3K
|
32.6K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
2.4K+ 15.39% |
$49.5K - $49.8K
|
18K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.08K+ 1.52% |
$42.9K - $43.1K
|
139K
$2.88M
|