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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
12.7K+ 34.85% |
$247K - $249K
|
49.2K
$960K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
12.6KNew |
$244K - $246K
|
12.6K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
12.5KNew |
$244K - $245K
|
12.5K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
12K+ 3.53% |
$233K - $235K
|
352K
$6.87M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
12K+ 6.2% |
$232K - $234K
|
205K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
11.8K+ 5.11% |
$230K - $231K
|
243K
$4.75M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.8K+ 51.1% |
$228K - $230K
|
34.7K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
11.6K+ 5.58% |
$226K - $227K
|
220K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.5K+ 20.71% |
$223K - $224K
|
66.8K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11.5K+ 13.47% |
$222K - $224K
|
96.5K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.4K+ 8.74% |
$222K - $223K
|
142K
$2.77M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
11.4K+ 6.74% |
$222K - $223K
|
181K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3K+ 17.11% |
$220K - $221K
|
77.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.2K+ 15.69% |
$218K - $220K
|
82.9K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
10.8KNew |
$210K - $212K
|
10.8K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.6KNew |
$206K - $207K
|
10.6K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
10.4KNew |
$202K - $203K
|
10.4K
$203K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
10.3KNew |
$200K - $201K
|
10.3K
$201K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 22.79% |
$197K - $198K
|
54.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
10K+ 6.22% |
$194K - $196K
|
171K
$3.33M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.92K+ 40.16% |
$193K - $194K
|
34.6K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.19K+ 5.07% |
$178K - $180K
|
190K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
8.96K+ 2.88% |
$174K - $175K
|
320K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
8.86K+ 16.02% |
$172K - $173K
|
64.1K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.52K+ 0.65% |
$165K - $166K
|
1.32M
$25.7M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
8.49K+ 8.79% |
$165K - $166K
|
105K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.76K+ 3.1% |
$151K - $152K
|
258K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
7.71K+ 21.01% |
$150K - $151K
|
44.4K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.69K+ 10.96% |
$149K - $150K
|
77.8K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.6K+ 8.97% |
$148K - $149K
|
92.4K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.18K+ 5.87% |
$139K - $140K
|
129K
$2.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
6.72K+ 53.04% |
$130K - $131K
|
19.4K
$378K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6.71K+ 18.64% |
$130K - $131K
|
42.7K
$833K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.65K+ 1.81% |
$129K - $130K
|
374K
$7.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
6.57K+ 11.43% |
$128K - $128K
|
64.1K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.41K+ 39.91% |
$124K - $125K
|
22.5K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.68KNew |
$110K - $111K
|
5.68K
$111K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.59K+ 3.46% |
$108K - $109K
|
167K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
5.52K+ 43.79% |
$107K - $108K
|
18.1K
$353K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5.44KNew |
$106K - $106K
|
5.44K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.38K+ 25.95% |
$105K - $105K
|
26.1K
$509K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
5.16K+ 3.69% |
$100K - $101K
|
145K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.15K+ 26.83% |
$100K - $101K
|
24.3K
$475K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5.02K+ 5.77% |
$97.5K - $98.1K
|
92K
$1.79M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5K+ 9.52% |
$97.1K - $97.7K
|
57.5K
$1.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
4.83K+ 1.63% |
$93.7K - $94.3K
|
301K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
4.79K+ 35.38% |
$92.9K - $93.5K
|
18.3K
$357K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.56K+ 3.28% |
$88.5K - $89K
|
144K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.4K+ 6.53% |
$85.4K - $85.9K
|
71.7K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
4.4K+ 8.32% |
$85.4K - $85.9K
|
57.3K
$1.12M
|