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 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.19K- 0.5% |
$24.5K - $24.6K
|
234K
$4.84M
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.28K- 3.57% |
$26.5K - $26.6K
|
34.7K
$717K
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
SELL
|
- |
-1.49K- 1.19% |
$30.8K - $30.9K
|
124K
$2.58M
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
SELL
|
- |
-1.51K- 6.56% |
$31.2K - $31.3K
|
21.5K
$446K
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.58K- 10.48% |
$32.5K - $32.6K
|
13.5K
$278K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.67K- 15.22% |
$34.4K - $34.6K
|
9.3K
$192K
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.67K- 2.32% |
$34.6K - $34.7K
|
70.4K
$1.46M
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.7K- 4.88% |
$35.1K - $35.2K
|
33.2K
$686K
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.74K- 10.12% |
$35.8K - $36K
|
15.4K
$319K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.75K- 5.69% |
$36K - $36.2K
|
28.9K
$599K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.78K- 2.31% |
$36.7K - $36.9K
|
75.1K
$1.56M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.87K- 13.17% |
$38.7K - $38.8K
|
12.4K
$256K
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.94K- 5.04% |
$40K - $40.1K
|
36.5K
$755K
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-2.02K- 1.23% |
$41.7K - $41.9K
|
163K
$3.37M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.34K- 2.42% |
$48.2K - $48.4K
|
94.1K
$1.95M
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
SELL
|
- |
-2.47K- 19.87% |
$51K - $51.2K
|
9.96K
$206K
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-2.5K- 12.24% |
$51.6K - $51.8K
|
17.9K
$371K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.72K- 4.4% |
$56.1K - $56.3K
|
59.1K
$1.22M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-2.91K- 2.5% |
$60K - $60.3K
|
114K
$2.35M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 11.8% |
$65.6K - $65.8K
|
23.7K
$492K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.19K- 8.6% |
$65.9K - $66.2K
|
33.9K
$702K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.27K- 6.13% |
$67.4K - $67.7K
|
50K
$1.03M
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.5K- 3.43% |
$72.2K - $72.6K
|
98.6K
$2.04M
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.57K- 3.54% |
$73.7K - $74K
|
97.2K
$2.01M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.59K- 6.28% |
$74.1K - $74.4K
|
53.6K
$1.11M
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-3.64K- 4.64% |
$75.1K - $75.4K
|
74.8K
$1.55M
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.74K- 20.74% |
$77.3K - $77.6K
|
14.3K
$296K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.76K- 13.07% |
$77.6K - $77.9K
|
25K
$517K
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-3.78K- 6.49% |
$78K - $78.3K
|
54.4K
$1.13M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 3.93% |
$81K - $81.4K
|
96.1K
$1.99M
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-4.12K- 8.13% |
$85K - $85.4K
|
46.6K
$964K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.17K- 25.89% |
$86K - $86.4K
|
11.9K
$247K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.55K- 10.09% |
$93.9K - $94.3K
|
40.5K
$839K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.71K- 1.47% |
$97.2K - $97.6K
|
315K
$6.53M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.81K- 9.98% |
$99.3K - $99.8K
|
43.4K
$899K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.92K- 9.59% |
$101K - $102K
|
46.3K
$959K
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.99K- 8.24% |
$103K - $103K
|
55.5K
$1.15M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5K- 25.64% |
$103K - $104K
|
14.5K
$300K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-5.15K- 13.03% |
$106K - $107K
|
34.4K
$711K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-5.25K- 71.73% |
$108K - $109K
|
2.07K
$42.9K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.34K- 4.03% |
$110K - $111K
|
127K
$2.63M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.42K- 1.97% |
$112K - $112K
|
270K
$5.58M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.59K- 13.48% |
$115K - $116K
|
35.9K
$742K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-6.15K- 7.49% |
$127K - $128K
|
76K
$1.57M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.7K- 2.43% |
$138K - $139K
|
269K
$5.57M
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-7.12K- 2.77% |
$147K - $148K
|
250K
$5.18M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-7.4K- 1.82% |
$153K - $153K
|
398K
$8.24M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.41K- 1.53% |
$153K - $154K
|
477K
$9.87M
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-7.64K- 14.15% |
$158K - $158K
|
46.3K
$959K
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8.95K- 14.18% |
$185K - $185K
|
54.2K
$1.12M
|