Purchases and Sales Made in Q3 2025 in Invesco Index Fd Tr Bulletshar (BSCT)
This table provides information about the institutional ownership of Invesco Index Fd Tr Bulletshar (BSCT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.16K+ 9.33% |
$21.6K - $22K
|
13.6K
$257K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.1KNew |
$20.5K - $20.9K
|
1.1K
$20.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
908+ 1.94% |
$16.9K - $17.2K
|
47.7K
$902K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
BUY
|
- |
800+ 24.24% |
$14.9K - $15.2K
|
4.1K
$77.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
617+ 2.19% |
$11.5K - $11.7K
|
28.9K
$546K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
547+ 3.64% |
$10.2K - $10.4K
|
15.6K
$295K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
518+ 0.84% |
$9.64K - $9.81K
|
62.4K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
486+ 2.25% |
$9.04K - $9.2K
|
22.1K
$419K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
343+ 0.03% |
$6.38K - $6.5K
|
1.24M
$23.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
320+ 2.62% |
$5.96K - $6.06K
|
12.5K
$237K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
270+ 1.44% |
$5.02K - $5.11K
|
19.1K
$361K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
150+ 1.5% |
$2.79K - $2.84K
|
10.2K
$192K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
94New |
$1.75K - $1.78K
|
94
$1.78K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-47- 4.68% |
$875 - $890
|
957
$18.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-111- 0.4% |
$2.07K - $2.1K
|
27.9K
$528K
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-539- 1.05% |
$10K - $10.2K
|
50.6K
$958K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-598- 8.99% |
$11.1K - $11.3K
|
6.05K
$115K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-800- 6.72% |
$14.9K - $15.2K
|
11.1K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.19K- 7.23% |
$22.1K - $22.4K
|
15.2K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.32K- 6.84% |
$43.2K - $43.9K
|
31.6K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-2.65K- 4.15% |
$49.3K - $50.2K
|
61.2K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3.86K- 0.86% |
$71.7K - $73K
|
443K
$8.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-4.75K- 2.56% |
$88.4K - $90K
|
181K
$3.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-4.8K- 11.64% |
$89.2K - $90.8K
|
36.4K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-11.9K- 2.08% |
$222K - $226K
|
562K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-14.5K- 5.46% |
$269K - $274K
|
251K
$4.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-33.4K- 4.85% |
$622K - $633K
|
655K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-36.1K- 32.8% |
$671K - $683K
|
73.9K
$1.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-40.6K- 17.81% |
$755K - $768K
|
187K
$3.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
SELL
|
- |
-80K- 3.49% |
$1.49M - $1.52M
|
2.21M
$41.9M
|