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 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-192- 1.3% |
$3.13K - $3.22K
|
14.6K
$248K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-334- 0.98% |
$5.45K - $5.6K
|
33.6K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-400- 1.61% |
$6.52K - $6.71K
|
24.4K
$415K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-425- 55.48% |
$6.93K - $7.13K
|
341
$5.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
SELL
|
- |
-450- 1.42% |
$7.34K - $7.55K
|
31.2K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-463- 0.42% |
$7.55K - $7.77K
|
111K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-621- 14.87% |
$10.1K - $10.4K
|
3.56K
$60.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-763- 3.06% |
$12.4K - $12.8K
|
24.2K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-815- 1.16% |
$13.3K - $13.7K
|
69.2K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-914- 4.66% |
$14.9K - $15.3K
|
18.7K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.02K- 0.26% |
$16.6K - $17.1K
|
396K
$6.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-1.04K- 9.38% |
$17K - $17.5K
|
10K
$171K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.16K- 2.36% |
$18.9K - $19.4K
|
47.9K
$814K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.34K- 9.7% |
$21.8K - $22.4K
|
12.4K
$211K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.47K- 3.92% |
$24K - $24.7K
|
36.1K
$613K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 3.53% |
$27.4K - $28.2K
|
45.9K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.8K- 4.41% |
$29.3K - $30.1K
|
38.9K
$662K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-2.02K- 1.29% |
$32.9K - $33.9K
|
155K
$2.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.25K- 5.77% |
$53K - $54.5K
|
53.1K
$903K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.63K- 1.19% |
$59.2K - $60.9K
|
301K
$5.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.91K- 5.21% |
$63.8K - $65.7K
|
71.2K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-4.47K- 4.72% |
$72.9K - $75K
|
90.2K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.86K- 32.01% |
$79.3K - $81.6K
|
10.3K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-5.72K- 10.39% |
$93.4K - $96K
|
49.4K
$839K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.28K- 21.27% |
$151K - $156K
|
34.4K
$584K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-11.8K- 25.5% |
$193K - $198K
|
34.5K
$586K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-12.2K- 4.65% |
$198K - $204K
|
250K
$4.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.7K- 22.04% |
$485K - $499K
|
105K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-31.4K- 55.75% |
$513K - $528K
|
25K
$424K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32.3K- 50.85% |
$527K - $543K
|
31.3K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.3K- 15.61% |
$1.16M - $1.2M
|
385K
$6.55M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-75.1K- 46.83% |
$1.22M - $1.26M
|
85.2K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-78.4K- 30.89% |
$1.28M - $1.32M
|
175K
$2.98M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-81.6K- 13.86% |
$1.33M - $1.37M
|
507K
$8.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-95.7K- 79.62% |
$1.56M - $1.61M
|
24.5K
$417K
|
|
|
Aug 01, 2025
Q2 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-188K- 9.67% |
$3.06M - $3.15M
|
1.75M
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-270K- 75.76% |
$4.4M - $4.53M
|
86.3K
$1.47M
|