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 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
11.7KNew |
$213K - $218K
|
11.7K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
11.5K+ 69.03% |
$209K - $214K
|
28.2K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.3K+ 47.11% |
$205K - $210K
|
35.2K
$654K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.2KNew |
$204K - $209K
|
11.2K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.8KNew |
$197K - $201K
|
10.8K
$201K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
10.5K+ 4.91% |
$191K - $195K
|
225K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
10.4K+ 31.67% |
$190K - $194K
|
43.3K
$804K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
10.4K+ 1.83% |
$189K - $193K
|
580K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
10.2K+ 95.73% |
$185K - $189K
|
20.8K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
10K+ 72.09% |
$182K - $186K
|
23.9K
$443K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
9.89K+ 6.04% |
$180K - $184K
|
174K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9.85K+ 26.06% |
$179K - $183K
|
47.6K
$884K
|
|
|
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
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
9.21K+ 62.66% |
$167K - $171K
|
23.9K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.07K+ 2.78% |
$165K - $169K
|
335K
$6.21M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.96K+ 8.77% |
$163K - $166K
|
111K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
8.84K+ 1.82% |
$161K - $164K
|
496K
$9.2M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
8.41K+ 6.29% |
$153K - $156K
|
142K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
8.37K+ 6.91% |
$152K - $155K
|
129K
$2.4M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.14K+ 2.22% |
$148K - $151K
|
375K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.98K+ 6.74% |
$145K - $148K
|
126K
$2.35M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.53K+ 4.58% |
$137K - $140K
|
172K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
7.14K+ 13.53% |
$130K - $133K
|
59.9K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.11K+ 32.24% |
$129K - $132K
|
29.1K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.06K+ 7.06% |
$128K - $131K
|
107K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
7K+ 6.16% |
$127K - $130K
|
121K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
6.95K+ 13.71% |
$126K - $129K
|
57.7K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.89K+ 1.22% |
$125K - $128K
|
570K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.54K+ 11.65% |
$119K - $122K
|
62.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.65K+ 5.4% |
$103K - $105K
|
110K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
5.65KNew |
$103K - $105K
|
5.65K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
5.52K+ 18.18% |
$100K - $102K
|
35.9K
$665K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.45K+ 49.94% |
$99.1K - $101K
|
16.4K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
5.02K+ 2.13% |
$91.2K - $93.2K
|
241K
$4.46M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.97K+ 3.59% |
$90.3K - $92.3K
|
143K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.88K+ 16.4% |
$88.8K - $90.7K
|
34.6K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.14K+ 32.03% |
$75.2K - $76.8K
|
17K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.13KNew |
$75K - $76.7K
|
4.13K
$76.6K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.11K+ 4.27% |
$74.8K - $76.4K
|
100K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.83K+ 9.31% |
$69.5K - $71.1K
|
44.9K
$833K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.82KNew |
$69.4K - $70.9K
|
3.82K
$70.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.68K+ 5.77% |
$66.9K - $68.4K
|
67.5K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.68K+ 16.84% |
$66.9K - $68.4K
|
25.5K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.23KNew |
$58.7K - $60K
|
3.23K
$59.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.09K+ 21.59% |
$56.2K - $57.5K
|
17.4K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.01K+ 6.43% |
$54.8K - $56K
|
49.9K
$926K
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2.96K+ 15.3% |
$53.8K - $54.9K
|
22.3K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.86KNew |
$52K - $53.2K
|
2.86K
$53.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.76K+ 2.2% |
$50.2K - $51.3K
|
128K
$2.38M
|