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 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
25.5K+ 27.5% |
$413K - $424K
|
118K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25.2K+ 457.65% |
$408K - $419K
|
30.7K
$510K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.9KNew |
$404K - $415K
|
24.9K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.4K+ 74.22% |
$379K - $390K
|
55K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
22.9KNew |
$372K - $382K
|
22.9K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.5K+ 32.71% |
$364K - $374K
|
91.1K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 17.2% |
$363K - $373K
|
153K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
22.1K+ 2.83% |
$358K - $368K
|
804K
$13.4M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
21.9K+ 86.33% |
$354K - $364K
|
47.2K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21.1K+ 38.07% |
$342K - $351K
|
76.5K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
20.7K+ 102.48% |
$335K - $345K
|
40.9K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19.8KNew |
$321K - $330K
|
19.8K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
19K+ 69.37% |
$307K - $316K
|
46.3K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 73.15% |
$299K - $307K
|
43.7K
$726K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17.8K+ 14.26% |
$288K - $295K
|
142K
$2.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.2K+ 8.63% |
$278K - $285K
|
216K
$3.59M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.4K+ 13.85% |
$266K - $273K
|
135K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
16.2K+ 65.91% |
$262K - $269K
|
40.7K
$677K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
15.9K+ 1.87% |
$257K - $264K
|
865K
$14.4M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
15.8K+ 13.16% |
$255K - $262K
|
135K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 20.99% |
$253K - $260K
|
90.2K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
15.6KNew |
$253K - $260K
|
15.6K
$260K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
15.6K+ 6.2% |
$252K - $259K
|
267K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
15.2KNew |
$247K - $254K
|
15.2K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$247K - $253K
|
15.2K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.2KNew |
$246K - $253K
|
15.2K
$253K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14.8K+ 303.39% |
$239K - $246K
|
19.6K
$326K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 6.16% |
$238K - $245K
|
254K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
14.3KNew |
$232K - $238K
|
14.3K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
14.2K+ 3.36% |
$230K - $236K
|
437K
$7.28M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.5KNew |
$219K - $225K
|
13.5K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 63.14% |
$216K - $222K
|
34.4K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
12.6K+ 102.45% |
$203K - $209K
|
24.8K
$413K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.2KNew |
$197K - $203K
|
12.2K
$203K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.3KNew |
$184K - $189K
|
11.3K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
11.2K+ 3.05% |
$182K - $187K
|
379K
$6.31M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.9KNew |
$177K - $182K
|
10.9K
$182K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.61K+ 6.27% |
$156K - $160K
|
163K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9.14K+ 22.94% |
$148K - $152K
|
49K
$815K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
8.82K+ 5.4% |
$143K - $147K
|
172K
$2.87M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
8.06K+ 8.96% |
$131K - $134K
|
98K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.99K+ 10.14% |
$129K - $133K
|
86.7K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.95K+ 32.31% |
$129K - $132K
|
32.5K
$541K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7.85K+ 12.62% |
$127K - $131K
|
70.1K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
7.77K+ 47.95% |
$126K - $129K
|
24K
$399K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.55K+ 41.03% |
$122K - $126K
|
26K
$432K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.43K+ 14.4% |
$120K - $124K
|
59K
$983K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.58K+ 205.59% |
$107K - $109K
|
9.78K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.53K+ 46.71% |
$106K - $109K
|
20.5K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.12K+ 117.64% |
$99.2K - $102K
|
11.3K
$188K
|