Purchases and Sales Made in Q2 2025 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
29.3K+ 6.14% |
$535K - $547K
|
506K
$9.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
28.2KNew |
$516K - $528K
|
28.2K
$534K
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
27K+ 5.24% |
$494K - $505K
|
542K
$10.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
25.8K+ 20.43% |
$472K - $483K
|
152K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
24.6K+ 10.23% |
$450K - $460K
|
265K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24K+ 19.93% |
$438K - $448K
|
144K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
23.5KNew |
$430K - $440K
|
23.5K
$445K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
23.1K+ 7.88% |
$423K - $433K
|
317K
$5.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.4K+ 47.92% |
$410K - $420K
|
69.3K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21.5K+ 8.81% |
$392K - $401K
|
265K
$5.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.5K+ 29.91% |
$375K - $384K
|
89.1K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
18.9KNew |
$345K - $353K
|
18.9K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.8KNew |
$344K - $352K
|
18.8K
$356K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
18.4K+ 3.71% |
$336K - $344K
|
514K
$9.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
17.9K+ 5.06% |
$328K - $336K
|
373K
$7.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.8K+ 9.1% |
$325K - $332K
|
213K
$4.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
17.1KNew |
$312K - $320K
|
17.1K
$323K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
16.2KNew |
$297K - $303K
|
16.2K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
15.8K+ 33.19% |
$289K - $296K
|
63.4K
$1.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
15.7K+ 6.64% |
$287K - $293K
|
252K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
15.6K+ 12.2% |
$286K - $292K
|
144K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
14.4K+ 85.41% |
$263K - $269K
|
31.3K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.2KNew |
$223K - $228K
|
12.2K
$230K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11.9K+ 68.15% |
$217K - $222K
|
29.3K
$555K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
11.8K+ 6.82% |
$216K - $221K
|
185K
$3.51M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.7K+ 5.2% |
$213K - $218K
|
236K
$4.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
11.6KNew |
$212K - $217K
|
11.6K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5KNew |
$210K - $215K
|
11.5K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
11KNew |
$201K - $206K
|
11K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$199K - $203K
|
10.9K
$206K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 41.63% |
$194K - $199K
|
36.2K
$685K
|
|
|
Aug 06, 2025
Q2 2025
|
Souders Financial Advisors
|
BUY
|
- |
10.6K+ 5.5% |
$194K - $198K
|
204K
$3.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
10.4KNew |
$189K - $194K
|
10.4K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$184K - $188K
|
10.1K
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
10.1K+ 9.4% |
$184K - $188K
|
117K
$2.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
10K+ 2.52% |
$184K - $188K
|
408K
$7.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
10KNew |
$183K - $187K
|
10K
$189K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.93K+ 1986.8% |
$182K - $186K
|
10.4K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.75K+ 6.41% |
$178K - $182K
|
162K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
9.74K+ 15.54% |
$178K - $182K
|
72.4K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.33KNew |
$170K - $174K
|
9.33K
$177K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.25K+ 0.54% |
$169K - $173K
|
1.72M
$32.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.01K+ 8.11% |
$165K - $169K
|
120K
$2.27M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8.79K+ 19.29% |
$161K - $164K
|
54.3K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.94K+ 13.76% |
$145K - $148K
|
65.6K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.77K+ 55.99% |
$142K - $145K
|
21.6K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.36K+ 56.55% |
$135K - $138K
|
20.4K
$386K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.87K+ 5.12% |
$126K - $128K
|
141K
$2.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.83K+ 2.04% |
$125K - $128K
|
342K
$6.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.57K+ 4.59% |
$120K - $123K
|
150K
$2.83M
|