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 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
6.53K+ 40.34% |
$119K - $122K
|
22.7K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.17K+ 28.12% |
$113K - $115K
|
28.1K
$532K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.08K+ 9.08% |
$111K - $114K
|
73K
$1.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.94K+ 0.87% |
$109K - $111K
|
688K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
5.91K+ 50.77% |
$108K - $111K
|
17.6K
$332K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.85K+ 3.41% |
$107K - $109K
|
177K
$3.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
5.75K+ 5.21% |
$105K - $107K
|
116K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.74K+ 3.34% |
$105K - $107K
|
178K
$3.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.67K+ 51.76% |
$104K - $106K
|
16.6K
$315K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.6K+ 3.29% |
$102K - $105K
|
176K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
5.26K+ 1.91% |
$96.1K - $98.3K
|
280K
$5.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.15K+ 36.69% |
$94.2K - $96.4K
|
19.2K
$363K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
5.15K+ 45.8% |
$94.1K - $96.3K
|
16.4K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.79K+ 7.75% |
$87.5K - $89.6K
|
66.6K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.77K+ 10.3% |
$87.1K - $89.1K
|
51K
$966K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
4.49K+ 3.47% |
$82.1K - $83.9K
|
134K
$2.54M
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
4.27K+ 2.41% |
$78.1K - $79.9K
|
182K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.12K+ 17.23% |
$75.2K - $77K
|
28K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
4.01K+ 2.21% |
$73.4K - $75.1K
|
186K
$3.52M
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
3.87K+ 24.5% |
$70.7K - $72.4K
|
19.7K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.79K+ 0.71% |
$69.2K - $70.8K
|
536K
$10.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.7K+ 96.99% |
$67.6K - $69.2K
|
7.52K
$142K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3.62K+ 6.01% |
$66.1K - $67.6K
|
63.8K
$1.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.54K+ 14.81% |
$64.7K - $66.2K
|
27.4K
$520K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.51K+ 0.62% |
$64.2K - $65.7K
|
574K
$10.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.47K+ 99.11% |
$63.4K - $64.8K
|
6.96K
$132K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.32K+ 28.32% |
$60.7K - $62.1K
|
15K
$285K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
3.3KNew |
$60.3K - $61.7K
|
3.3K
$62.5K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.28K+ 7.43% |
$60K - $61.4K
|
47.5K
$898K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.11K+ 8.67% |
$56.9K - $58.2K
|
39K
$738K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.96K+ 6.84% |
$54.2K - $55.4K
|
46.3K
$877K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.73KNew |
$49.8K - $51K
|
2.73K
$51.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
2.55KNew |
$46.6K - $47.7K
|
2.55K
$48.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.54K+ 0.68% |
$46.4K - $47.5K
|
378K
$7.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
2.42K+ 13.01% |
$44.1K - $45.2K
|
21K
$397K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.31K+ 3.43% |
$42.3K - $43.3K
|
69.8K
$1.32M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 8.37% |
$39.7K - $40.6K
|
28.1K
$532K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.09KNew |
$38.2K - $39K
|
2.09K
$39.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.08K+ 1.73% |
$38.1K - $38.9K
|
123K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2K+ 3.34% |
$36.6K - $37.4K
|
61.9K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95KNew |
$35.7K - $36.5K
|
1.95K
$37K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.82K+ 3.0% |
$33.3K - $34.1K
|
62.6K
$1.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.75K+ 1.23% |
$32K - $32.8K
|
144K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.63K+ 175.68% |
$29.7K - $30.4K
|
2.55K
$48.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.53K+ 0.41% |
$28K - $28.6K
|
377K
$7.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.5K+ 11.63% |
$27.4K - $28.1K
|
14.4K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 52.43% |
$27.4K - $28.1K
|
4.36K
$82.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 6.21% |
$26K - $26.6K
|
24.4K
$461K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.4K+ 1.91% |
$25.5K - $26.1K
|
74.5K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.36K+ 0.64% |
$24.8K - $25.4K
|
213K
$4.03M
|