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 |
---|---|---|---|---|---|---|---|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.43K- 7.93% |
$47.2K - $47.5K
|
28.2K
$552K
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.5K- 6.97% |
$48.6K - $48.9K
|
33.4K
$654K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.59K- 14.88% |
$50.3K - $50.6K
|
14.8K
$290K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.74K- 5.98% |
$53.2K - $53.5K
|
43K
$843K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.88K- 4.17% |
$56.1K - $56.4K
|
66.2K
$1.3M
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-3K- 3.11% |
$58.3K - $58.7K
|
93.4K
$1.83M
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.17K- 1.3% |
$61.7K - $62.1K
|
240K
$4.71M
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.34K- 67.89% |
$65K - $65.4K
|
1.58K
$31K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.42K- 10.82% |
$66.6K - $67K
|
28.2K
$553K
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.6K- 26.22% |
$70K - $70.4K
|
10.1K
$199K
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-3.77K- 0.91% |
$73.2K - $73.7K
|
410K
$8.03M
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.2K- 0.93% |
$81.6K - $82.1K
|
447K
$8.77M
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.25K- 11.12% |
$82.6K - $83.1K
|
34K
$666K
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.26K- 24.45% |
$82.8K - $83.3K
|
13.2K
$258K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.3K- 1.2% |
$83.5K - $84K
|
355K
$6.95M
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.36K- 9.06% |
$84.7K - $85.2K
|
43.8K
$858K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-4.39K- 5.24% |
$85.2K - $85.8K
|
79.4K
$1.56M
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.4K- 10.57% |
$85.6K - $86.1K
|
37.3K
$730K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.59K- 21.21% |
$89.3K - $89.9K
|
17.1K
$334K
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.67K- 26.46% |
$90.8K - $91.3K
|
13K
$254K
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.72K- 9.68% |
$91.7K - $92.3K
|
44K
$862K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.91K- 14.86% |
$95.5K - $96K
|
28.1K
$551K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-5.07K- 17.81% |
$98.5K - $99.1K
|
23.4K
$458K
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-5.27K- 25.28% |
$102K - $103K
|
15.6K
$305K
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.81K- 9.43% |
$113K - $114K
|
55.8K
$1.09M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.21K- 3.22% |
$121K - $122K
|
186K
$3.65M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.71K- 21.56% |
$130K - $131K
|
24.4K
$478K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.71K- 2.6% |
$131K - $131K
|
251K
$4.92M
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-7.41K- 10.36% |
$144K - $145K
|
64.1K
$1.26M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-7.49K- 7.64% |
$146K - $146K
|
90.5K
$1.77M
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7.55K- 7.82% |
$147K - $148K
|
88.9K
$1.74M
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-8.36K- 3.22% |
$162K - $163K
|
251K
$4.92M
|
|
Aug 13, 2025
Q2 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-8.84K- 3.18% |
$172K - $173K
|
269K
$5.27M
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-8.96K- 9.52% |
$174K - $175K
|
85.2K
$1.67M
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-9.91K- 4.42% |
$193K - $194K
|
214K
$4.2M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10K- 6.52% |
$194K - $196K
|
143K
$2.81M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.4K- 29.0% |
$202K - $203K
|
25.4K
$498K
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-10.4K- 5.32% |
$203K - $204K
|
185K
$3.63M
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-10.6K- 24.92% |
$206K - $208K
|
32K
$627K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-11.3K- 29.35% |
$220K - $221K
|
27.2K
$533K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.4K- 12.38% |
$222K - $224K
|
80.9K
$1.59M
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-11.8K- 4.7% |
$230K - $232K
|
240K
$4.71M
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-11.9K- 50.3% |
$231K - $233K
|
11.7K
$230K
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12K- 27.07% |
$234K - $235K
|
32.4K
$634K
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-12.1K- 0.92% |
$235K - $237K
|
1.31M
$25.6M
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.7K- 4.89% |
$266K - $268K
|
267K
$5.23M
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-14.1K- 18.11% |
$274K - $276K
|
63.7K
$1.25M
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-14.2KClosed |
$275K - $277K
|
0
$0
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-14.2K- 18.02% |
$277K - $279K
|
64.8K
$1.27M
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.4K- 21.69% |
$318K - $320K
|
59.1K
$1.16M
|