Purchases and Sales Made in Q3 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
548K+ 14.1% |
$9.13M - $9.32M
|
4.43M
$75.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
522KNew |
$8.71M - $8.9M
|
522K
$8.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
52.6KNew |
$876K - $895K
|
52.6K
$894K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
52K+ 2.62% |
$866K - $885K
|
2.03M
$34.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
40K+ 120.69% |
$667K - $681K
|
73.2K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.6K+ 98.02% |
$527K - $539K
|
63.9K
$1.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
27.8K+ 77.19% |
$464K - $474K
|
63.9K
$1.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
16.7K+ 1.02% |
$279K - $285K
|
1.67M
$28.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
12.8KNew |
$213K - $218K
|
12.8K
$217K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.48K+ 4.91% |
$141K - $144K
|
181K
$3.08M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
6.29K+ 2.9% |
$105K - $107K
|
223K
$3.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.07K+ 7.87% |
$84.5K - $86.4K
|
69.5K
$1.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.02K+ 42.55% |
$83.8K - $85.6K
|
16.8K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.03K+ 11.69% |
$67.1K - $68.6K
|
38.5K
$654K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.83K+ 11.56% |
$63.8K - $65.2K
|
37K
$628K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.59K+ 23.49% |
$59.8K - $61.1K
|
18.8K
$320K
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.31K+ 4.59% |
$55.1K - $56.3K
|
75.2K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
525+ 2.17% |
$8.75K - $8.94K
|
24.7K
$420K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-720- 1.44% |
$12K - $12.3K
|
49.2K
$837K
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-2.19K- 1.27% |
$36.6K - $37.4K
|
171K
$2.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.96K- 8.38% |
$99.4K - $102K
|
65.2K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-10K- 4.01% |
$167K - $171K
|
240K
$4.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16.5K- 2.05% |
$276K - $282K
|
791K
$13.4M
|