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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.53K+ 3.21% |
$90.2K - $92.8K
|
178K
$3.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
5.45K+ 93.8% |
$88.9K - $91.5K
|
11.3K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.11K+ 24.39% |
$83.3K - $85.7K
|
26K
$443K
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
4.37K+ 0.94% |
$71.3K - $73.3K
|
469K
$7.98M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.22KNew |
$68.8K - $70.8K
|
4.22K
$71.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.91K+ 56.92% |
$63.8K - $65.6K
|
10.8K
$183K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
3.9K+ 5.93% |
$63.6K - $65.5K
|
69.7K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.74K+ 0.47% |
$61K - $62.7K
|
807K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
3.28K+ 8.02% |
$53.5K - $55K
|
44.2K
$751K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.62K+ 3.38% |
$42.8K - $44K
|
80.1K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.6K+ 12.49% |
$42.4K - $43.6K
|
23.4K
$398K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
2.42K+ 15.85% |
$39.4K - $40.5K
|
17.7K
$300K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$38.1K - $39.2K
|
2.34K
$39.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.98K+ 0.48% |
$32.3K - $33.2K
|
410K
$6.98M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
1.94K+ 1.98% |
$31.6K - $32.5K
|
99.9K
$1.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.85K+ 0.31% |
$30.2K - $31.1K
|
592K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.81K+ 12.08% |
$29.5K - $30.4K
|
16.8K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.69K+ 2.69% |
$27.5K - $28.3K
|
64.4K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.65KNew |
$26.9K - $27.7K
|
1.65K
$28.1K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.51K+ 13.11% |
$24.6K - $25.3K
|
13K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$24.5K - $25.2K
|
1.5K
$25.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5K+ 46.89% |
$24.5K - $25.2K
|
4.7K
$79.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.41K+ 4.64% |
$23.1K - $23.7K
|
31.9K
$542K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.78% |
$22.8K - $23.5K
|
51.7K
$878K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.21K+ 8.48% |
$19.8K - $20.4K
|
15.5K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.18K+ 0.27% |
$19.3K - $19.8K
|
439K
$7.46M
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.07K+ 1.2% |
$17.5K - $18K
|
90.6K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.04K+ 7.96% |
$17K - $17.5K
|
14.1K
$240K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 0.48% |
$16.9K - $17.4K
|
217K
$3.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.03K+ 45.66% |
$16.8K - $17.3K
|
3.29K
$56K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1K+ 2.04% |
$16.3K - $16.8K
|
50K
$849K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
863+ 0.7% |
$14.1K - $14.5K
|
125K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
789+ 3.52% |
$12.9K - $13.2K
|
23.2K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
519+ 2.53% |
$8.46K - $8.71K
|
21K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
461+ 0.05% |
$7.52K - $7.74K
|
865K
$14.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340+ 0.99% |
$5.55K - $5.71K
|
34.8K
$591K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
326New |
$5.32K - $5.47K
|
326
$5.54K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
255+ 0.67% |
$4.16K - $4.28K
|
38.1K
$647K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
160+ 1.2% |
$2.61K - $2.68K
|
13.5K
$230K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
135+ 1.19% |
$2.2K - $2.27K
|
11.5K
$195K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
111+ 0.79% |
$1.81K - $1.86K
|
14.2K
$241K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
111+ 0.42% |
$1.81K - $1.86K
|
26.8K
$456K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
83+ 0.61% |
$1.35K - $1.39K
|
13.6K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
17+ 0.09% |
$277 - $285
|
19.3K
$327K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13+ 0.11% |
$212 - $218
|
11.4K
$193K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$16.3 - $16.8
|
1
$17
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15- 0.46% |
$245 - $252
|
3.21K
$54.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 0.5% |
$995 - $1.02K
|
12K
$205K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-81- 6.04% |
$1.32K - $1.36K
|
1.26K
$21.4K
|