Purchases and Sales Made in Q1 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.16MNew |
$67.4M - $69.3M
|
4.16M
$69.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.76M+ 49.47% |
$28.5M - $29.3M
|
5.32M
$88.5M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
828K+ 12.5% |
$13.4M - $13.8M
|
7.45M
$124M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
765K+ 158.63% |
$12.4M - $12.7M
|
1.25M
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
737K+ 1426.94% |
$11.9M - $12.3M
|
789K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
681K+ 17.88% |
$11M - $11.3M
|
4.49M
$74.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
345K+ 3211.32% |
$5.59M - $5.74M
|
356K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
327K+ 401.75% |
$5.3M - $5.44M
|
408K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
314K+ 18.5% |
$5.09M - $5.23M
|
2.01M
$33.5M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
311K+ 1722.59% |
$5.04M - $5.18M
|
329K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
304K+ 239.81% |
$4.93M - $5.06M
|
431K
$7.17M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
304K+ 45.69% |
$4.92M - $5.06M
|
969K
$16.1M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
266K+ 17.49% |
$4.32M - $4.43M
|
1.79M
$29.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
216K+ 16.37% |
$3.5M - $3.6M
|
1.54M
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
209K+ 641.89% |
$3.39M - $3.48M
|
242K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207K+ 7.74% |
$3.35M - $3.44M
|
2.88M
$47.9M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
186KNew |
$3.01M - $3.09M
|
186K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
167K+ 57.95% |
$2.71M - $2.79M
|
456K
$7.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
159K+ 17.69% |
$2.58M - $2.65M
|
1.06M
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 12.16% |
$2.01M - $2.07M
|
1.15M
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 40.48% |
$2.01M - $2.06M
|
430K
$7.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
117K+ 3.58% |
$1.9M - $1.95M
|
3.4M
$56.5M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
115K+ 94.18% |
$1.87M - $1.92M
|
238K
$3.95M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.2K+ 85.35% |
$1.51M - $1.55M
|
202K
$3.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
92.3K+ 6.33% |
$1.5M - $1.54M
|
1.55M
$25.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.1K+ 7.0% |
$1.36M - $1.4M
|
1.29M
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
75.8K+ 5.16% |
$1.23M - $1.26M
|
1.54M
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
72.4K+ 13.9% |
$1.17M - $1.21M
|
593K
$9.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
72.2K+ 16.86% |
$1.17M - $1.2M
|
500K
$8.33M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
68.2K+ 81.73% |
$1.11M - $1.14M
|
152K
$2.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4KNew |
$914K - $938K
|
56.4K
$938K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
55.1KNew |
$893K - $917K
|
55.1K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.6KNew |
$820K - $842K
|
50.6K
$842K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47.6K+ 101185.11% |
$770K - $791K
|
47.6K
$792K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
47K+ 55.0% |
$761K - $781K
|
132K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
46.9K+ 11.21% |
$759K - $780K
|
465K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.6K+ 36.93% |
$738K - $758K
|
169K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
45.6K+ 13.22% |
$738K - $758K
|
390K
$6.49M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.1KNew |
$730K - $750K
|
45.1K
$750K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
44KNew |
$713K - $732K
|
44K
$732K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
43.5K+ 53.9% |
$705K - $724K
|
124K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.4K+ 1.44% |
$621K - $638K
|
2.71M
$45.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
35.2K+ 23.18% |
$570K - $585K
|
187K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
34.7K+ 2.16% |
$562K - $577K
|
1.64M
$27.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.2K+ 56.36% |
$537K - $552K
|
92.1K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
31.9K+ 7.75% |
$517K - $531K
|
443K
$7.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 6.78% |
$508K - $522K
|
494K
$8.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 1.25% |
$435K - $447K
|
2.17M
$36.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 19.86% |
$431K - $443K
|
161K
$2.67M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
26KNew |
$422K - $433K
|
26K
$433K
|