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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.98K+ 11.56% |
$96.9K - $99.5K
|
57.7K
$960K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
5.25K+ 19.9% |
$85K - $87.3K
|
31.6K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
4.47K+ 7.29% |
$72.4K - $74.4K
|
65.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.12K+ 16.88% |
$66.7K - $68.5K
|
28.5K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.09K+ 3.91% |
$66.2K - $68K
|
108K
$1.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.01K+ 5.46% |
$64.9K - $66.7K
|
77.5K
$1.29M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.61KNew |
$58.4K - $60K
|
3.61K
$60K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.52K+ 15.76% |
$57.1K - $58.6K
|
25.9K
$430K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.51K+ 21.56% |
$56.8K - $58.4K
|
19.8K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
3.31K+ 28.29% |
$53.6K - $55K
|
15K
$250K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.2KNew |
$51.8K - $53.2K
|
3.2K
$53.2K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.99K+ 1.64% |
$48.4K - $49.7K
|
185K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.77K+ 22.74% |
$44.9K - $46.1K
|
15K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.13K+ 11.33% |
$34.5K - $35.5K
|
20.9K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
2.13K+ 2.36% |
$34.5K - $35.4K
|
92.4K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.97K+ 5.77% |
$31.8K - $32.7K
|
36K
$599K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.71K+ 1.03% |
$27.7K - $28.5K
|
167K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.52K+ 18.36% |
$24.6K - $25.3K
|
9.8K
$163K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.46KNew |
$23.6K - $24.2K
|
1.46K
$24.2K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.41K+ 3.87% |
$22.8K - $23.4K
|
37.8K
$629K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.41K+ 3.89% |
$22.8K - $23.4K
|
37.5K
$624K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.33K+ 29.69% |
$21.5K - $22.1K
|
5.81K
$96.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 5.61% |
$21.1K - $21.7K
|
24.5K
$408K
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
1.14K+ 1.84% |
$18.5K - $19K
|
63.2K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.13K+ 1.42% |
$18.2K - $18.7K
|
80.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 5.05% |
$17.5K - $18K
|
22.4K
$373K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
990+ 1.12% |
$16K - $16.5K
|
89.5K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
834+ 6.82% |
$13.5K - $13.9K
|
13.1K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
800+ 1.62% |
$13K - $13.3K
|
50.3K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
700New |
$11.3K - $11.6K
|
700
$11.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
632+ 17.83% |
$10.2K - $10.5K
|
4.18K
$69.5K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
613+ 3.03% |
$9.93K - $10.2K
|
20.8K
$346K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
500+ 2.06% |
$8.1K - $8.32K
|
24.8K
$413K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
460+ 2.45% |
$7.45K - $7.65K
|
19.2K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
438+ 0.39% |
$7.1K - $7.29K
|
111K
$1.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
350+ 4.18% |
$5.67K - $5.82K
|
8.73K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
212+ 7.03% |
$3.43K - $3.53K
|
3.23K
$53.7K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
186+ 1.27% |
$3.01K - $3.1K
|
14.8K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
179+ 1.12% |
$2.9K - $2.98K
|
16.2K
$269K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
163+ 1.08% |
$2.64K - $2.71K
|
15.2K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
148+ 1.12% |
$2.4K - $2.46K
|
13.4K
$222K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
135+ 0.45% |
$2.19K - $2.25K
|
30.4K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
115+ 0.74% |
$1.86K - $1.91K
|
15.7K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
102+ 0.38% |
$1.65K - $1.7K
|
26.7K
$445K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23+ 0.09% |
$373 - $383
|
25.1K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
14+ 0.11% |
$227 - $233
|
12.2K
$203K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-9- 0.01% |
$146 - $150
|
62.7K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-83- 0.38% |
$1.34K - $1.38K
|
21.9K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-136- 0.96% |
$2.2K - $2.26K
|
14K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-333- 0.97% |
$5.39K - $5.54K
|
34K
$565K
|