Purchases and Sales Made in Q1 2025 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38.5KNew |
$748K - $752K
|
38.5K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
38.2KNew |
$742K - $747K
|
38.2K
$745K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
37.7K+ 6.38% |
$732K - $737K
|
629K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
35.9K+ 31.11% |
$698K - $702K
|
151K
$2.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.9K+ 43.01% |
$679K - $683K
|
116K
$2.27M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
34K+ 29.56% |
$660K - $664K
|
149K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
33.6K+ 15.4% |
$653K - $657K
|
252K
$4.91M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
32.8K+ 2.15% |
$637K - $641K
|
1.56M
$30.4M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
32.6K+ 136.33% |
$633K - $637K
|
56.5K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
30.9K+ 7.35% |
$600K - $604K
|
452K
$8.81M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.9K+ 8.11% |
$600K - $604K
|
412K
$8.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
29.6KNew |
$574K - $578K
|
29.6K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
25.7KNew |
$499K - $502K
|
25.7K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.5K+ 7.42% |
$496K - $499K
|
370K
$7.21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.8K+ 5.73% |
$461K - $464K
|
438K
$8.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
23.5KNew |
$456K - $459K
|
23.5K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.4KNew |
$455K - $458K
|
23.4K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
23.1K+ 10.61% |
$449K - $452K
|
241K
$4.7M
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
22K+ 19.02% |
$427K - $429K
|
138K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
20.8KNew |
$404K - $407K
|
20.8K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
20.7K+ 44.3% |
$402K - $404K
|
67.4K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
19.3K+ 39.56% |
$374K - $376K
|
67.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.2KNew |
$372K - $375K
|
19.2K
$374K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18.7K+ 7.09% |
$362K - $365K
|
282K
$5.49M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
17.9K+ 13.88% |
$347K - $349K
|
147K
$2.86M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
17.5K+ 3.63% |
$340K - $342K
|
499K
$9.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
17.5K+ 5.13% |
$339K - $341K
|
358K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.4KNew |
$338K - $340K
|
17.4K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.3K+ 14.71% |
$337K - $339K
|
135K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17.3K+ 77.53% |
$336K - $338K
|
39.6K
$772K
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
17.3KNew |
$335K - $338K
|
17.3K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
16.6K+ 8.27% |
$322K - $324K
|
217K
$4.23M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
16.4KNew |
$319K - $321K
|
16.4K
$320K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
16.2K+ 1.66% |
$315K - $317K
|
992K
$19.4M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.8KNew |
$307K - $309K
|
15.8K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
15.8K+ 4.11% |
$306K - $308K
|
399K
$7.79M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
15.7KNew |
$306K - $308K
|
15.7K
$307K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.4K+ 4.46% |
$299K - $301K
|
360K
$7.03M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15.4K+ 30.27% |
$299K - $301K
|
66.2K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
14.3K+ 5.43% |
$277K - $279K
|
278K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
14.3KNew |
$277K - $279K
|
14.3K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
14.2K+ 6.22% |
$276K - $277K
|
242K
$4.72M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
14KNew |
$273K - $274K
|
14K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14K+ 250.45% |
$272K - $274K
|
19.6K
$383K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
13.7KNew |
$267K - $268K
|
13.7K
$268K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13.6K+ 14.59% |
$264K - $266K
|
107K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
13.5K+ 3.54% |
$263K - $265K
|
396K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.4KNew |
$261K - $262K
|
13.4K
$262K
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
13K+ 1.35% |
$253K - $255K
|
976K
$19M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13KNew |
$252K - $253K
|
13K
$253K
|