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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-364- 4.19% |
$5.9K - $6.06K
|
8.33K
$139K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-445- 36.75% |
$7.21K - $7.4K
|
766
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-500- 0.88% |
$8.1K - $8.32K
|
56.3K
$938K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-530- 3.7% |
$8.59K - $8.82K
|
13.8K
$229K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-737- 2.84% |
$11.9K - $12.3K
|
25.2K
$420K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.13K- 0.7% |
$18.3K - $18.8K
|
160K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.38K- 3.84% |
$22.3K - $22.9K
|
34.6K
$575K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.95KClosed |
$31.5K - $32.4K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-2.08K- 1.31% |
$33.6K - $34.5K
|
157K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.68K- 40.07% |
$43.3K - $44.5K
|
4K
$66.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3K- 5.77% |
$48.6K - $49.9K
|
49K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-3.28K- 1.24% |
$53.2K - $54.6K
|
262K
$4.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-4.1K- 1.02% |
$66.5K - $68.3K
|
397K
$6.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.03K- 2.0% |
$81.5K - $83.7K
|
247K
$4.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.72K- 33.8% |
$92.7K - $95.2K
|
11.2K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-7.85K- 1.31% |
$127K - $131K
|
590K
$9.82M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.9K- 13.71% |
$193K - $199K
|
75.1K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.8K- 48.65% |
$208K - $214K
|
13.5K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-12.9K- 12.01% |
$209K - $215K
|
94.7K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15.6K- 4.87% |
$252K - $259K
|
305K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-15.8K- 0.52% |
$256K - $263K
|
3.05M
$50.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31.5K- 15.55% |
$510K - $524K
|
171K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-32.3K- 51.42% |
$523K - $537K
|
30.5K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.7K- 52.52% |
$1.11M - $1.14M
|
62.1K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-74.1K- 47.5% |
$1.2M - $1.23M
|
81.9K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104K- 60.22% |
$1.68M - $1.72M
|
68.4K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-137K- 6.61% |
$2.23M - $2.29M
|
1.94M
$32.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-138K- 18.96% |
$2.23M - $2.29M
|
589K
$9.79M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-217K- 64.39% |
$3.52M - $3.62M
|
120K
$2M
|