Purchases and Sales Made in Q2 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.9K+ 45.24% |
$406K - $417K
|
79.8K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
24.8K+ 75.4% |
$404K - $416K
|
57.6K
$979K
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
24.4KNew |
$398K - $410K
|
24.4K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
24K+ 9.73% |
$392K - $403K
|
271K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
24K+ 20.3% |
$391K - $402K
|
142K
$2.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.1K+ 24.51% |
$361K - $371K
|
112K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21.4K+ 28.02% |
$350K - $360K
|
97.9K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.4K+ 37.01% |
$348K - $358K
|
79.1K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
21.2K+ 48.12% |
$345K - $355K
|
65.2K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
18.9K+ 21.84% |
$309K - $318K
|
106K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$303K - $312K
|
18.6K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
18.3K+ 6.86% |
$298K - $307K
|
285K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.2KNew |
$281K - $289K
|
17.2K
$293K
|
|
|
Jul 25, 2025
Q2 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
16.9K+ 47.09% |
$276K - $284K
|
52.9K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
16.7K+ 5.06% |
$272K - $279K
|
346K
$5.88M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
16.1K+ 3.63% |
$262K - $270K
|
459K
$7.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
16.1K+ 67.1% |
$262K - $270K
|
40.1K
$681K
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
15.1KNew |
$246K - $253K
|
15.1K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.1KNew |
$246K - $253K
|
15.1K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.8KNew |
$242K - $249K
|
14.8K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$240K - $247K
|
14.7K
$250K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
14.7KNew |
$239K - $246K
|
14.7K
$249K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.1K+ 75.06% |
$230K - $236K
|
32.9K
$559K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 67.61% |
$218K - $224K
|
33.2K
$564K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
12.4KNew |
$203K - $209K
|
12.4K
$211K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$196K - $201K
|
12K
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
12K+ 6.4% |
$195K - $201K
|
199K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 7.71% |
$192K - $197K
|
164K
$2.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6KNew |
$189K - $194K
|
11.6K
$197K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11.2KNew |
$182K - $187K
|
11.2K
$190K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 1586.71% |
$181K - $186K
|
11.8K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$174K - $179K
|
10.7K
$182K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.4KNew |
$170K - $175K
|
10.4K
$177K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
9.95K+ 6.11% |
$162K - $167K
|
173K
$2.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
9.91K+ 4.1% |
$162K - $166K
|
251K
$4.28M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 40.38% |
$162K - $166K
|
34.4K
$585K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.04K+ 6.67% |
$147K - $152K
|
145K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
8.72K+ 13.8% |
$142K - $146K
|
71.9K
$1.22M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
8.57K+ 0.52% |
$140K - $144K
|
1.65M
$28M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.16K+ 5.38% |
$133K - $137K
|
160K
$2.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.08K+ 32.24% |
$132K - $136K
|
33.1K
$563K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.74K+ 57.35% |
$126K - $130K
|
21.2K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.9K+ 34.83% |
$113K - $116K
|
26.7K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.71K+ 1.77% |
$109K - $113K
|
386K
$6.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
6.64K+ 26.76% |
$108K - $111K
|
31.4K
$534K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 24.74% |
$104K - $107K
|
32.3K
$548K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6.29K+ 22.04% |
$103K - $106K
|
34.8K
$592K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.97K+ 3.23% |
$97.4K - $100K
|
191K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
5.89K+ 0.99% |
$96.1K - $98.9K
|
599K
$10.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
5.67K+ 3.38% |
$92.4K - $95.1K
|
173K
$2.94M
|