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 |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
137+ 1.39% |
$2.83K - $2.84K
|
9.99K
$207K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
125+ 0.49% |
$2.58K - $2.59K
|
25.6K
$530K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
85+ 0.18% |
$1.75K - $1.76K
|
47.2K
$977K
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
85+ 0.63% |
$1.75K - $1.76K
|
13.5K
$280K
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
73New |
$1.51K - $1.51K
|
73
$1.51K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
55+ 0.2% |
$1.14K - $1.14K
|
26.9K
$557K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
39+ 0.37% |
$805 - $808
|
10.5K
$218K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
36+ 0.08% |
$743 - $746
|
42.9K
$888K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
36+ 0.21% |
$743 - $746
|
17.5K
$363K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.18% |
$660 - $663
|
17.8K
$369K
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
31+ 0.12% |
$640 - $643
|
26.6K
$552K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.99% |
$433 - $435
|
2.14K
$44.3K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5+ 0.01% |
$103 - $104
|
45.1K
$934K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.13% |
$82.6 - $82.9
|
3.03K
$62.7K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-6- 0.02% |
$124 - $124
|
37.1K
$769K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-32- 0.2% |
$660 - $663
|
15.7K
$325K
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-74- 0.14% |
$1.53K - $1.53K
|
52.8K
$1.09M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-94- 0.36% |
$1.94K - $1.95K
|
25.7K
$532K
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-138- 20.32% |
$2.85K - $2.86K
|
541
$11.2K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-139- 0.51% |
$2.87K - $2.88K
|
27K
$559K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-140- 0.28% |
$2.89K - $2.9K
|
50.6K
$1.05M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-151- 0.71% |
$3.12K - $3.13K
|
21.1K
$437K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-199- 1.62% |
$4.11K - $4.13K
|
12.1K
$250K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-270- 50.0% |
$5.57K - $5.6K
|
270
$5.59K
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-294- 0.84% |
$6.07K - $6.09K
|
34.6K
$716K
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-308- 0.55% |
$6.36K - $6.38K
|
56.2K
$1.16M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-360- 3.11% |
$7.43K - $7.46K
|
11.2K
$232K
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-400- 3.69% |
$8.26K - $8.29K
|
10.4K
$216K
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-476- 0.28% |
$9.82K - $9.87K
|
170K
$3.52M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-478- 1.62% |
$9.87K - $9.91K
|
28.9K
$599K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-511- 4.61% |
$10.5K - $10.6K
|
10.6K
$219K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-586- 0.21% |
$12.1K - $12.1K
|
277K
$5.74M
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-631- 0.61% |
$13K - $13.1K
|
102K
$2.12M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-657- 2.13% |
$13.6K - $13.6K
|
30.2K
$625K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-710- 1.04% |
$14.7K - $14.7K
|
67.6K
$1.4M
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-739- 6.28% |
$15.3K - $15.3K
|
11K
$228K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-769- 4.05% |
$15.9K - $15.9K
|
18.2K
$377K
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-795- 3.72% |
$16.4K - $16.5K
|
20.6K
$426K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-804- 0.15% |
$16.6K - $16.7K
|
530K
$11M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-821- 5.02% |
$16.9K - $17K
|
15.5K
$321K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-833- 0.67% |
$17.2K - $17.3K
|
123K
$2.56M
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-858- 34.6% |
$17.7K - $17.8K
|
1.62K
$33.6K
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-977- 7.11% |
$20.2K - $20.3K
|
12.8K
$264K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1K- 3.44% |
$20.6K - $20.7K
|
28K
$581K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.01K- 41.56% |
$20.7K - $20.8K
|
1.41K
$29.2K
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.01K- 7.94% |
$20.8K - $20.9K
|
11.7K
$242K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.11K- 2.61% |
$22.8K - $22.9K
|
41.2K
$852K
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-1.16K- 3.1% |
$24K - $24.1K
|
36.4K
$754K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-1.17K- 1.41% |
$24.2K - $24.3K
|
81.7K
$1.69M
|