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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.07MNew |
$19.4M - $19.8M
|
1.07M
$19.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
455K+ 2088.01% |
$8.27M - $8.45M
|
476K
$8.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
390K+ 17.68% |
$7.1M - $7.25M
|
2.6M
$48.3M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
293KNew |
$5.34M - $5.45M
|
293K
$5.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
185KNew |
$3.37M - $3.44M
|
185K
$3.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
118K+ 7.4% |
$2.15M - $2.19M
|
1.71M
$31.8M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
103K+ 39.86% |
$1.88M - $1.92M
|
363K
$6.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
81.3K+ 23.54% |
$1.48M - $1.51M
|
427K
$7.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
80.7K+ 16.42% |
$1.47M - $1.5M
|
572K
$10.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
73.1K+ 3.63% |
$1.33M - $1.36M
|
2.09M
$38.8M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
69.9K+ 7.62% |
$1.27M - $1.3M
|
986K
$18.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 51.02% |
$1.05M - $1.07M
|
171K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
51.9K+ 32.87% |
$944K - $964K
|
210K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
47.5KNew |
$864K - $883K
|
47.5K
$884K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
43.9K+ 19.63% |
$798K - $815K
|
267K
$4.97M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
40.7K+ 29.81% |
$740K - $757K
|
177K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
37.5K+ 8.8% |
$682K - $697K
|
464K
$8.63M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.6K+ 358.11% |
$666K - $680K
|
46.8K
$871K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
35.9K+ 370.59% |
$652K - $667K
|
45.6K
$847K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.7K+ 128.51% |
$632K - $645K
|
61.8K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
30.4K+ 9.85% |
$552K - $564K
|
339K
$6.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
29.5K+ 230.02% |
$536K - $547K
|
42.3K
$786K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.5K+ 32.97% |
$519K - $530K
|
115K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
28.1K+ 5.76% |
$510K - $521K
|
515K
$9.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
27K+ 78.7% |
$491K - $502K
|
61.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
26.7K+ 191.43% |
$485K - $496K
|
40.6K
$755K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.6K+ 33.46% |
$466K - $476K
|
102K
$1.9M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
25.3KNew |
$461K - $471K
|
25.3K
$471K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.7K+ 15.39% |
$413K - $422K
|
170K
$3.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
22.3KNew |
$406K - $415K
|
22.3K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
21.3K+ 12.41% |
$388K - $396K
|
193K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
21KNew |
$382K - $390K
|
21K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.9K+ 27.37% |
$307K - $314K
|
78.6K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
16.2KNew |
$294K - $301K
|
16.2K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.1K+ 29.07% |
$274K - $280K
|
66.9K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
14.4K+ 12.18% |
$263K - $268K
|
133K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
13.9KNew |
$252K - $258K
|
13.9K
$258K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
13.6K+ 6.84% |
$246K - $252K
|
212K
$3.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13.5K+ 28.66% |
$246K - $252K
|
60.8K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13KNew |
$237K - $242K
|
13K
$242K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.7KNew |
$213K - $218K
|
11.7K
$218K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.2KNew |
$204K - $209K
|
11.2K
$209K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 4.91% |
$191K - $195K
|
225K
$4.17M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.2K+ 95.73% |
$185K - $189K
|
20.8K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
10K+ 72.09% |
$182K - $186K
|
23.9K
$444K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9.89K+ 6.04% |
$180K - $184K
|
174K
$3.23M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
9.57K+ 1752.93% |
$174K - $178K
|
10.1K
$188K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
9.51K+ 4.71% |
$173K - $177K
|
212K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.07K+ 2.78% |
$165K - $169K
|
335K
$6.22M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.84K+ 1.82% |
$161K - $164K
|
496K
$9.21M
|