Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2025
Q3 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
240KNew |
$4.69M - $4.71M
|
240K
$4.71M
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
95.1K+ 33.48% |
$1.85M - $1.86M
|
379K
$7.43M
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
71.3K+ 9.48% |
$1.39M - $1.4M
|
823K
$16.1M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.1K+ 245.05% |
$860K - $865K
|
62.1K
$1.22M
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
40.7K+ 25.83% |
$794K - $799K
|
198K
$3.89M
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
34.1K+ 123.13% |
$665K - $669K
|
61.8K
$1.21M
|
|
Oct 21, 2025
Q3 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
32.8K+ 8.0% |
$639K - $643K
|
443K
$8.68M
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
25.1K+ 1.61% |
$490K - $493K
|
1.59M
$31.1M
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
20.4KNew |
$397K - $399K
|
20.4K
$399K
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
19.2K+ 11.1% |
$374K - $377K
|
192K
$3.77M
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
18.7K+ 1.88% |
$365K - $368K
|
1.01M
$19.9M
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
18.4K+ 5.62% |
$358K - $360K
|
345K
$6.77M
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
17.8K+ 7.43% |
$348K - $350K
|
258K
$5.06M
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
17.7K+ 2.36% |
$345K - $347K
|
768K
$15.1M
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
17.6K+ 4.62% |
$344K - $346K
|
399K
$7.83M
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 0.88% |
$251K - $252K
|
1.48M
$28.9M
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.2K+ 2.43% |
$218K - $220K
|
472K
$9.26M
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
11.1KNew |
$216K - $217K
|
11.1K
$217K
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
10.5K+ 23.48% |
$205K - $207K
|
55.4K
$1.09M
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
10.4KNew |
$202K - $204K
|
10.4K
$203K
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
10.2KNew |
$199K - $200K
|
10.2K
$200K
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
9.92K+ 7.23% |
$193K - $194K
|
147K
$2.88M
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
9.73K+ 8.12% |
$190K - $191K
|
130K
$2.54M
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.17K+ 3.18% |
$179K - $180K
|
297K
$5.83M
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.81K+ 40.16% |
$152K - $153K
|
27.2K
$534K
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
7.53KNew |
$147K - $148K
|
7.53K
$147K
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
6.82K+ 10.71% |
$133K - $134K
|
70.6K
$1.38M
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
5.81K+ 3.21% |
$113K - $114K
|
187K
$3.66M
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.16K+ 3.63% |
$101K - $101K
|
147K
$2.88M
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
3.04K+ 20.0% |
$59.3K - $59.7K
|
18.3K
$358K
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.64K+ 5.36% |
$51.5K - $51.8K
|
51.9K
$1.02M
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.5K+ 18.38% |
$48.7K - $49K
|
16.1K
$316K
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.49K+ 4.16% |
$48.4K - $48.7K
|
62.3K
$1.22M
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.25K+ 9.22% |
$43.9K - $44.1K
|
26.7K
$523K
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.14K+ 1.11% |
$41.6K - $41.9K
|
195K
$3.82M
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.98K+ 6.9% |
$38.6K - $38.8K
|
30.6K
$601K
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.76K+ 7.14% |
$34.3K - $34.5K
|
26.4K
$518K
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.75K+ 5.19% |
$34.1K - $34.4K
|
35.5K
$696K
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.27K+ 4.53% |
$24.8K - $25K
|
29.4K
$576K
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.19K+ 1.47% |
$23.3K - $23.4K
|
82.6K
$1.62M
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.19K+ 1.54% |
$23.1K - $23.2K
|
77.9K
$1.53M
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
963New |
$18.8K - $18.9K
|
963
$18.9K
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
907+ 5.03% |
$17.7K - $17.8K
|
18.9K
$371K
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
867+ 1.99% |
$16.9K - $17K
|
44.4K
$871K
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
852+ 0.18% |
$16.6K - $16.7K
|
484K
$9.48M
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
622+ 5.9% |
$12.1K - $12.2K
|
11.2K
$219K
|
|
Oct 20, 2025
Q3 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
207+ 0.21% |
$4.03K - $4.06K
|
96.5K
$1.89M
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
139+ 0.81% |
$2.71K - $2.73K
|
17.4K
$341K
|
|
Oct 14, 2025
Q3 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
120+ 1.05% |
$2.34K - $2.35K
|
11.5K
$225K
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
59+ 0.09% |
$1.15K - $1.16K
|
62.8K
$1.23M
|