Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.47K+ 7.8% |
$28.5K - $28.7K
|
20.3K
$398K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.39K+ 0.94% |
$27.1K - $27.2K
|
149K
$2.93M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.35K+ 4.05% |
$26.3K - $26.4K
|
34.7K
$680K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.33KNew |
$25.9K - $26.1K
|
1.33K
$26.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.29K+ 9.96% |
$25.1K - $25.3K
|
14.3K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.28K+ 2.22% |
$24.8K - $24.9K
|
58.8K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
1.22K+ 9.74% |
$23.8K - $23.9K
|
13.8K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17K+ 372.7% |
$22.8K - $23K
|
1.49K
$29.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.17K+ 1.9% |
$22.8K - $22.9K
|
62.8K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.12K+ 3.65% |
$21.7K - $21.9K
|
31.7K
$622K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.06KNew |
$20.5K - $20.6K
|
1.06K
$20.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.04K+ 0.42% |
$20.3K - $20.4K
|
246K
$4.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.04KNew |
$20.2K - $20.3K
|
1.04K
$20.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.04K+ 3.76% |
$20.2K - $20.3K
|
28.7K
$562K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.02K+ 4.71% |
$19.8K - $19.9K
|
22.6K
$443K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.01K+ 1.05% |
$19.5K - $19.7K
|
96.7K
$1.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
971+ 1.02% |
$18.9K - $19K
|
95.9K
$1.88M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
960+ 192.0% |
$18.7K - $18.8K
|
1.46K
$28.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
796New |
$15.5K - $15.6K
|
796
$15.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
775+ 0.65% |
$15.1K - $15.2K
|
120K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
749+ 1.28% |
$14.6K - $14.7K
|
59.2K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
719+ 1.68% |
$14K - $14.1K
|
43.6K
$854K
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
698+ 0.52% |
$13.6K - $13.7K
|
136K
$2.67M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
661+ 264.4% |
$12.8K - $12.9K
|
911
$17.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
571+ 1.0% |
$11.1K - $11.2K
|
57.5K
$1.13M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
562+ 1.05% |
$10.9K - $11K
|
54.1K
$1.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
560New |
$10.9K - $11K
|
560
$11K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
536+ 0.56% |
$10.4K - $10.5K
|
97K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
524+ 0.78% |
$10.2K - $10.2K
|
67.9K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
485+ 3.87% |
$9.43K - $9.49K
|
13K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
434+ 1.04% |
$8.44K - $8.49K
|
42K
$824K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
295+ 2.96% |
$5.73K - $5.77K
|
10.3K
$201K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
214+ 0.65% |
$4.16K - $4.19K
|
33.1K
$648K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
183+ 0.8% |
$3.56K - $3.58K
|
22.9K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
181+ 0.44% |
$3.52K - $3.54K
|
41.2K
$807K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
177+ 1.05% |
$3.44K - $3.46K
|
17K
$334K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
167+ 0.06% |
$3.25K - $3.27K
|
301K
$5.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
138+ 0.97% |
$2.68K - $2.7K
|
14.4K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
136+ 0.08% |
$2.64K - $2.66K
|
181K
$3.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
69+ 0.43% |
$1.34K - $1.35K
|
16.1K
$316K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
52New |
$1.01K - $1.02K
|
52
$1.02K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
51+ 0.08% |
$991 - $998
|
68K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
43+ 1.05% |
$836 - $841
|
4.14K
$81.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
27+ 0.16% |
$525 - $528
|
16.8K
$330K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
27New |
$525 - $528
|
27
$529
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24+ 0.03% |
$467 - $469
|
76.2K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.07% |
$311 - $313
|
23.5K
$461K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1- 0.01% |
$19.4 - $19.6
|
9.93K
$195K
|