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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
117K+ 3.58% |
$1.9M - $1.95M
|
3.4M
$55.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
92.3K+ 6.33% |
$1.5M - $1.54M
|
1.55M
$25.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
56.4KNew |
$914K - $938K
|
56.4K
$927K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
47.6K+ 101185.11% |
$770K - $791K
|
47.6K
$782K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 6.78% |
$508K - $522K
|
494K
$8.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.2K+ 457.65% |
$408K - $419K
|
30.7K
$504K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$404K - $415K
|
24.9K
$410K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 17.2% |
$363K - $373K
|
153K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.2K+ 8.63% |
$278K - $285K
|
216K
$3.55M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.2KNew |
$197K - $203K
|
12.2K
$200K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.2K+ 3.05% |
$182K - $187K
|
379K
$6.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.14K+ 22.94% |
$148K - $152K
|
49K
$804K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.58K+ 205.59% |
$107K - $109K
|
9.78K
$161K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.12K+ 117.64% |
$99.2K - $102K
|
11.3K
$186K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.01K+ 5.46% |
$64.9K - $66.7K
|
77.5K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.52K+ 15.76% |
$57.1K - $58.6K
|
25.9K
$425K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.51K+ 21.56% |
$56.8K - $58.4K
|
19.8K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.13K+ 2.36% |
$34.5K - $35.4K
|
92.4K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.41K+ 3.89% |
$22.8K - $23.4K
|
37.5K
$617K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.14K+ 1.84% |
$18.5K - $19K
|
63.2K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.13K+ 1.42% |
$18.2K - $18.7K
|
80.6K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
990+ 1.12% |
$16K - $16.5K
|
89.5K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
800+ 1.62% |
$13K - $13.3K
|
50.3K
$826K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
700New |
$11.3K - $11.6K
|
700
$11.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
148+ 1.12% |
$2.4K - $2.46K
|
13.4K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
14+ 0.11% |
$227 - $233
|
12.2K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-9- 0.01% |
$146 - $150
|
62.7K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-83- 0.38% |
$1.34K - $1.38K
|
21.9K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-333- 0.97% |
$5.39K - $5.54K
|
34K
$558K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-530- 3.7% |
$8.59K - $8.82K
|
13.8K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.68K- 40.07% |
$43.3K - $44.5K
|
4K
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3K- 5.77% |
$48.6K - $49.9K
|
49K
$806K
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.1K- 1.02% |
$66.5K - $68.3K
|
397K
$6.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.03K- 2.0% |
$81.5K - $83.7K
|
247K
$4.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.9K- 13.71% |
$193K - $199K
|
75.1K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-12.9K- 12.01% |
$209K - $215K
|
94.7K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15.6K- 4.87% |
$252K - $259K
|
305K
$5M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-32.3K- 51.42% |
$523K - $537K
|
30.5K
$501K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104K- 60.22% |
$1.68M - $1.72M
|
68.4K
$1.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-138K- 18.96% |
$2.23M - $2.29M
|
589K
$9.67M
|