Purchases and Sales Made in Q1 2025 in Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SF IDXD FD TR BULLE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.02M+ 375.84% |
$23.5M - $23.7M
|
1.29M
$29.8M
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
374K+ 2929.04% |
$8.62M - $8.68M
|
387K
$8.94M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
281K+ 171.24% |
$6.47M - $6.51M
|
445K
$10.3M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
223K+ 48.32% |
$5.13M - $5.16M
|
684K
$15.8M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
112K+ 977.16% |
$2.57M - $2.59M
|
123K
$2.84M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
90.4K+ 4.88% |
$2.08M - $2.09M
|
1.94M
$44.8M
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
59.7K+ 20.31% |
$1.37M - $1.38M
|
353K
$8.15M
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
54.3K+ 168.05% |
$1.25M - $1.26M
|
86.7K
$2M
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
47.2KNew |
$1.09M - $1.09M
|
47.2K
$1.09M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.4K+ 3.4% |
$1.05M - $1.05M
|
1.38M
$31.9M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.5K+ 35.48% |
$910K - $916K
|
151K
$3.48M
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
38.2KNew |
$881K - $886K
|
38.2K
$883K
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.2K+ 5.96% |
$718K - $722K
|
554K
$12.8M
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
30.8KNew |
$710K - $714K
|
30.8K
$711K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.7K+ 6.95% |
$639K - $643K
|
427K
$9.85M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23K+ 169.37% |
$529K - $533K
|
36.6K
$844K
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
22.6K+ 4.97% |
$522K - $525K
|
478K
$11M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$480K - $483K
|
20.9K
$481K
|
|
May 12, 2025
Q1 2025
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
20.5K+ 9.87% |
$472K - $475K
|
228K
$5.27M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
19.8K+ 13.08% |
$457K - $460K
|
171K
$3.96M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.3K+ 7.99% |
$422K - $424K
|
247K
$5.71M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 20.14% |
$415K - $417K
|
107K
$2.48M
|
|
Apr 23, 2025
Q1 2025
|
Flavin Financial Services, Inc.
Melbourne, FL |
BUY
|
- |
18K+ 34.53% |
$415K - $417K
|
70.1K
$1.62M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.8KNew |
$363K - $365K
|
15.8K
$364K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15.3K+ 10.02% |
$353K - $355K
|
168K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
$349K - $351K
|
15.1K
$350K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 6.45% |
$332K - $334K
|
238K
$5.49M
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.4KNew |
$331K - $333K
|
14.4K
$332K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 4.81% |
$325K - $327K
|
307K
$7.09M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.4KNew |
$262K - $264K
|
11.4K
$263K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 18.66% |
$262K - $264K
|
72.4K
$1.67M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.1K+ 25.59% |
$255K - $257K
|
54.3K
$1.25M
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
10.9KNew |
$251K - $253K
|
10.9K
$252K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10K+ 14.14% |
$231K - $232K
|
80.8K
$1.87M
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.56KNew |
$220K - $222K
|
9.56K
$221K
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
7.43K+ 4.51% |
$171K - $172K
|
172K
$3.97M
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.77K+ 2.06% |
$133K - $134K
|
286K
$6.59M
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
5.67K+ 0.87% |
$131K - $131K
|
656K
$15.1M
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.57KNew |
$128K - $129K
|
5.57K
$129K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
5.35K+ 2.74% |
$123K - $124K
|
201K
$4.63M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.35K+ 8.76% |
$123K - $124K
|
66.4K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.33K+ 7.84% |
$123K - $123K
|
73.3K
$1.69M
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
4.34K+ 14.49% |
$100K - $101K
|
34.3K
$792K
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
3.55K+ 30.72% |
$81.7K - $82.2K
|
15.1K
$348K
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.36K+ 37.62% |
$77.4K - $77.9K
|
12.3K
$284K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.94K+ 5.41% |
$67.6K - $68K
|
57.2K
$1.32M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.84K+ 8.87% |
$65.5K - $65.9K
|
34.9K
$805K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.24K+ 2.45% |
$51.7K - $52K
|
93.7K
$2.16M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.17K+ 89.24% |
$49.9K - $50.2K
|
4.59K
$106K
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.04K+ 1.48% |
$46.9K - $47.2K
|
139K
$3.22M
|