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 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.67K+ 5.14% |
$48.5K - $49.6K
|
54.6K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.45K+ 5.88% |
$44.6K - $45.6K
|
44.2K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 11.33% |
$42.5K - $43.4K
|
22.9K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
2.25K+ 1.25% |
$40.9K - $41.8K
|
182K
$3.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.04K+ 3.75% |
$37K - $37.8K
|
56.3K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.02K+ 6.82% |
$36.8K - $37.6K
|
31.7K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.99K+ 6.48% |
$36.1K - $36.9K
|
32.7K
$606K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.83KNew |
$33.2K - $33.9K
|
1.83K
$33.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.82K+ 2.56% |
$33.2K - $33.9K
|
73.1K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7K+ 9.39% |
$30.9K - $31.6K
|
19.8K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.68K+ 8.27% |
$30.5K - $31.1K
|
21.9K
$407K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.59KNew |
$29K - $29.6K
|
1.59K
$29.6K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.59K+ 0.79% |
$28.9K - $29.5K
|
202K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 7.7% |
$28.4K - $29K
|
21.9K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.53K+ 3.41% |
$27.7K - $28.3K
|
46.2K
$858K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1K+ 1.71% |
$18.2K - $18.6K
|
59.5K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
905+ 1.11% |
$16.5K - $16.8K
|
82.5K
$1.53M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
755+ 1.64% |
$13.7K - $14K
|
46.7K
$867K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
627New |
$11.4K - $11.6K
|
627
$11.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
620+ 1.9% |
$11.3K - $11.5K
|
33.3K
$619K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
602New |
$10.9K - $11.2K
|
602
$11.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
600+ 4.78% |
$10.9K - $11.1K
|
13.2K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
574+ 0.52% |
$10.4K - $10.7K
|
112K
$2.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
525+ 0.4% |
$9.54K - $9.75K
|
131K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
523New |
$9.51K - $9.72K
|
523
$9.71K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.09K - $9.29K
|
500
$9.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
400+ 0.76% |
$7.27K - $7.43K
|
53.1K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
343New |
$6.24K - $6.37K
|
343
$6.37K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
343+ 1.05% |
$6.24K - $6.37K
|
33K
$612K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
337+ 2.46% |
$6.13K - $6.26K
|
14K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
244+ 0.74% |
$4.44K - $4.53K
|
33.1K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
238+ 1.05% |
$4.33K - $4.42K
|
22.8K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201New |
$3.65K - $3.73K
|
201
$3.73K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
178+ 0.94% |
$3.24K - $3.31K
|
19K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
134+ 1.1% |
$2.44K - $2.49K
|
12.3K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
116+ 1.78% |
$2.11K - $2.16K
|
6.65K
$123K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
63+ 1.11% |
$1.15K - $1.17K
|
5.76K
$107K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.08% |
$218 - $223
|
14.8K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11+ 0.08% |
$200 - $204
|
14.2K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1- 0.01% |
$18.2 - $18.6
|
12.7K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-11- 0.07% |
$200 - $204
|
14.7K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-75- 0.39% |
$1.36K - $1.39K
|
18.9K
$351K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-200- 0.14% |
$3.64K - $3.72K
|
144K
$2.67M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-233- 0.39% |
$4.24K - $4.33K
|
60.2K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-272- 22.72% |
$4.94K - $5.05K
|
925
$17.2K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-372- 34.41% |
$6.76K - $6.91K
|
709
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-960- 9.77% |
$17.5K - $17.8K
|
8.86K
$164K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-1.18K- 0.61% |
$21.5K - $21.9K
|
192K
$3.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.38K- 1.2% |
$25K - $25.5K
|
113K
$2.1M
|