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 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-70- 6.0% |
$1.36K - $1.37K
|
1.1K
$21.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-74- 0.57% |
$1.44K - $1.45K
|
12.8K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-87- 0.34% |
$1.69K - $1.7K
|
25.3K
$493K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-245- 0.44% |
$4.76K - $4.79K
|
55.1K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-415- 1.78% |
$8.06K - $8.11K
|
23K
$448K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-465- 0.72% |
$9.03K - $9.09K
|
64.4K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-480- 0.83% |
$9.32K - $9.38K
|
57.4K
$1.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-503- 1.62% |
$9.77K - $9.83K
|
30.6K
$597K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-603- 0.23% |
$11.7K - $11.8K
|
259K
$5.05M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-650- 1.83% |
$12.6K - $12.7K
|
34.9K
$681K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-659- 3.94% |
$12.8K - $12.9K
|
16.1K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-684- 3.46% |
$13.3K - $13.4K
|
19.1K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-726- 4.13% |
$14.1K - $14.2K
|
16.8K
$328K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-826- 0.28% |
$16K - $16.1K
|
294K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-830- 3.39% |
$16.1K - $16.2K
|
23.6K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-845- 3.98% |
$16.4K - $16.5K
|
20.4K
$398K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-861- 26.2% |
$16.7K - $16.8K
|
2.43K
$47.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.03K- 2.78% |
$19.9K - $20K
|
35.9K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 77.24% |
$20.8K - $20.9K
|
315
$6.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.28K- 7.87% |
$24.8K - $25K
|
15K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.36K- 3.57% |
$26.4K - $26.6K
|
36.7K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 4.97% |
$27.6K - $27.8K
|
27.2K
$530K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.48K- 6.58% |
$28.8K - $28.9K
|
21K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.57K- 0.78% |
$30.4K - $30.6K
|
199K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 6.34% |
$33.6K - $33.8K
|
25.6K
$498K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.77K- 2.3% |
$34.4K - $34.6K
|
75.2K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.77K- 4.44% |
$34.5K - $34.7K
|
38.2K
$745K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.8K- 1.55% |
$34.9K - $35.1K
|
114K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2K- 5.71% |
$38.8K - $39.1K
|
33K
$644K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.16K- 3.03% |
$41.9K - $42.1K
|
69.1K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.33K- 9.2% |
$45.2K - $45.5K
|
23K
$448K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-2.4K- 1.06% |
$46.7K - $47K
|
224K
$4.37M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.61K- 1.05% |
$50.6K - $50.9K
|
245K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-2.62K- 7.41% |
$50.9K - $51.3K
|
32.8K
$639K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.65K- 20.12% |
$51.4K - $51.7K
|
10.5K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.67K- 12.06% |
$51.9K - $52.2K
|
19.5K
$380K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-3.5K- 2.36% |
$68K - $68.4K
|
145K
$2.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-3.56K- 25.18% |
$69.2K - $69.6K
|
10.6K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.58K- 6.85% |
$69.4K - $69.9K
|
48.6K
$948K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-3.66K- 8.2% |
$71.2K - $71.6K
|
41K
$800K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.87K- 3.92% |
$75.2K - $75.7K
|
95K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.9K- 7.86% |
$75.8K - $76.3K
|
45.7K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.32K- 9.39% |
$83.9K - $84.4K
|
41.7K
$812K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.36K- 6.39% |
$84.7K - $85.3K
|
63.9K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-4.39K- 16.91% |
$85.3K - $85.8K
|
21.6K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-4.59K- 2.29% |
$89.2K - $89.7K
|
196K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.64K- 1.63% |
$90.1K - $90.7K
|
280K
$5.47M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.38K- 23.36% |
$104K - $105K
|
17.7K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.83K- 25.12% |
$113K - $114K
|
17.4K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-5.96K- 2.21% |
$116K - $116K
|
264K
$5.14M
|