Purchases and Sales Made in Q1 2025 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO INDEX FD TR BULLETSHAR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
455K+ 2088.01% |
$8.27M - $8.45M
|
476K
$8.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47.5KNew |
$864K - $883K
|
47.5K
$876K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
40.7K+ 29.81% |
$740K - $757K
|
177K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29.5K+ 230.02% |
$536K - $547K
|
42.3K
$779K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
22.3KNew |
$406K - $415K
|
22.3K
$411K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21KNew |
$382K - $390K
|
21K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13.6K+ 6.84% |
$246K - $252K
|
212K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13KNew |
$237K - $242K
|
13K
$240K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.2KNew |
$204K - $209K
|
11.2K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.57K+ 1752.93% |
$174K - $178K
|
10.1K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.65KNew |
$103K - $105K
|
5.65K
$104K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 2.13% |
$91.2K - $93.2K
|
241K
$4.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.68K+ 5.77% |
$66.9K - $68.4K
|
67.5K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.76K+ 2.2% |
$50.2K - $51.3K
|
128K
$2.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.04K+ 3.75% |
$37K - $37.8K
|
56.3K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.83KNew |
$33.2K - $33.9K
|
1.83K
$33.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
755+ 1.64% |
$13.7K - $14K
|
46.7K
$861K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
525+ 0.4% |
$9.54K - $9.75K
|
131K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.09K - $9.29K
|
500
$9.22K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
116+ 1.78% |
$2.11K - $2.16K
|
6.65K
$123K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 0.39% |
$1.36K - $1.39K
|
18.9K
$349K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-200- 0.14% |
$3.64K - $3.72K
|
144K
$2.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.18K- 0.61% |
$21.5K - $21.9K
|
192K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-9.57K- 94.6% |
$174K - $178K
|
546
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-94.1K- 60.6% |
$1.71M - $1.75M
|
61.2K
$1.13M
|