Purchases and Sales Made in Q1 2025 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
577K+ 2227.47% |
$11.2M - $11.3M
|
603K
$11.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
427K+ 1842.83% |
$8.31M - $8.39M
|
451K
$8.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
177K+ 55.62% |
$3.44M - $3.47M
|
495K
$9.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
90.6K+ 19.06% |
$1.76M - $1.78M
|
566K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
70.1K+ 19.44% |
$1.36M - $1.38M
|
431K
$8.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
63.4K+ 10.31% |
$1.23M - $1.24M
|
678K
$13.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
52.1KNew |
$1.01M - $1.02M
|
52.1K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
24.8K+ 10.96% |
$482K - $487K
|
251K
$4.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
24.3KNew |
$472K - $476K
|
24.3K
$476K
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
21.2K+ 19.23% |
$411K - $415K
|
131K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.2K+ 10.56% |
$393K - $397K
|
212K
$4.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
19.2K+ 114.1% |
$372K - $376K
|
35.9K
$705K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
16.4KNew |
$319K - $322K
|
16.4K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
16K+ 3.46% |
$311K - $314K
|
478K
$9.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 4.16% |
$283K - $285K
|
364K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 5.94% |
$278K - $281K
|
255K
$5.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
10.7K+ 6.17% |
$208K - $210K
|
184K
$3.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.1KNew |
$197K - $198K
|
10.1K
$198K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
9.09K+ 12.67% |
$177K - $178K
|
80.8K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.29K+ 7.36% |
$161K - $163K
|
121K
$2.37M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
6.61K+ 22.17% |
$128K - $130K
|
36.4K
$714K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
6.25K+ 3.67% |
$121K - $123K
|
177K
$3.46M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
5.1K+ 12.41% |
$99.1K - $100K
|
46.2K
$906K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
4.4K+ 1.18% |
$85.4K - $86.2K
|
376K
$7.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.5K+ 4.88% |
$68K - $68.6K
|
75.1K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.37K+ 0.66% |
$65.6K - $66.2K
|
515K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.97K+ 2.54% |
$57.6K - $58.2K
|
120K
$2.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.93K+ 21.57% |
$56.9K - $57.4K
|
16.5K
$324K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.35K+ 3.96% |
$45.7K - $46.1K
|
61.8K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
2K+ 0.23% |
$38.9K - $39.3K
|
857K
$16.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.95K+ 0.51% |
$37.8K - $38.2K
|
382K
$7.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.93K+ 4.1% |
$37.5K - $37.9K
|
49K
$962K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.69K+ 11.79% |
$32.8K - $33.2K
|
16K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.65K+ 3.77% |
$32K - $32.3K
|
45.3K
$889K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.35KNew |
$26.2K - $26.5K
|
1.35K
$26.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.17K+ 8.41% |
$22.6K - $22.9K
|
15K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
624New |
$12.1K - $12.2K
|
624
$12.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.72K - $9.81K
|
500
$9.81K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
225+ 0.47% |
$4.37K - $4.41K
|
48.1K
$943K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 1.75% |
$3.56K - $3.59K
|
10.6K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
160+ 1.13% |
$3.11K - $3.14K
|
14.3K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 0.27% |
$1.57K - $1.59K
|
30.6K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2+ 0.02% |
$38.9 - $39.2
|
12.5K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-135- 8.29% |
$2.62K - $2.65K
|
1.49K
$29.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-605- 4.84% |
$11.8K - $11.9K
|
11.9K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-790- 6.65% |
$15.3K - $15.5K
|
11.1K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-979- 3.11% |
$19K - $19.2K
|
30.5K
$599K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.75K- 2.59% |
$53.4K - $54K
|
103K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-7.15K- 4.21% |
$139K - $140K
|
163K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-63.8K- 44.7% |
$1.24M - $1.25M
|
78.9K
$1.55M
|