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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.94K+ 1.93% |
$44.6K - $44.8K
|
102K
$2.35M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.9K+ 57.66% |
$43.8K - $44K
|
5.2K
$120K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.84K+ 10.62% |
$42.4K - $42.7K
|
19.2K
$443K
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.77K+ 11.19% |
$40.8K - $41K
|
17.6K
$406K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.34K+ 1.47% |
$30.9K - $31K
|
92.6K
$2.14M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.09K+ 5.21% |
$25.1K - $25.3K
|
22K
$508K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.08K+ 3.31% |
$24.9K - $25K
|
33.7K
$777K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.05K+ 1.61% |
$24.2K - $24.3K
|
66.1K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
986New |
$22.7K - $22.8K
|
986
$22.8K
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
905+ 4.67% |
$20.8K - $21K
|
20.3K
$468K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
725+ 2.13% |
$16.7K - $16.8K
|
34.8K
$804K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
713+ 5.13% |
$16.4K - $16.5K
|
14.6K
$337K
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
709+ 1.41% |
$16.3K - $16.4K
|
50.9K
$1.18M
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
698+ 4.03% |
$16.1K - $16.2K
|
18K
$416K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
542+ 1.81% |
$12.5K - $12.6K
|
30.6K
$705K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
473+ 12.56% |
$10.9K - $11K
|
4.24K
$97.8K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
453+ 28.44% |
$10.4K - $10.5K
|
2.05K
$47.2K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
388+ 1.24% |
$8.94K - $8.99K
|
31.7K
$732K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
333+ 0.31% |
$7.67K - $7.72K
|
108K
$2.5M
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
333+ 0.38% |
$7.67K - $7.72K
|
87.2K
$2.01M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
324+ 3.0% |
$7.46K - $7.51K
|
11.1K
$257K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
288+ 1.32% |
$6.63K - $6.67K
|
22.2K
$512K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
227+ 1.0% |
$5.23K - $5.26K
|
23K
$530K
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
127+ 1.4% |
$2.92K - $2.94K
|
9.21K
$212K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
103+ 0.17% |
$2.37K - $2.39K
|
62K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
102+ 1.02% |
$2.35K - $2.36K
|
10.1K
$233K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
99New |
$2.28K - $2.29K
|
99
$2.28K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 0.53% |
$1.06K - $1.07K
|
8.75K
$202K
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
16+ 0.12% |
$368 - $371
|
12.8K
$296K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
6+ 1.26% |
$138 - $139
|
484
$11.2K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.02% |
$138 - $139
|
37.6K
$868K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.12% |
$115 - $116
|
4.3K
$99.2K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-24- 1.38% |
$553 - $556
|
1.72K
$39.7K
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-200- 0.8% |
$4.61K - $4.63K
|
24.8K
$572K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-203- 66.34% |
$4.68K - $4.7K
|
103
$2.38K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-303Closed |
$6.98K - $7.02K
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-457- 0.84% |
$10.5K - $10.6K
|
54.2K
$1.25M
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-564- 0.82% |
$13K - $13.1K
|
68K
$1.57M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-633- 3.23% |
$14.6K - $14.7K
|
19K
$438K
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-635- 3.76% |
$14.6K - $14.7K
|
16.2K
$375K
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-749- 0.73% |
$17.2K - $17.4K
|
101K
$2.34M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-779- 0.29% |
$17.9K - $18K
|
269K
$6.21M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-799- 54.43% |
$18.4K - $18.5K
|
669
$15.4K
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.03K- 5.0% |
$23.7K - $23.8K
|
19.5K
$450K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.03K- 2.2% |
$23.7K - $23.9K
|
45.8K
$1.06M
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 7.5% |
$24.5K - $24.7K
|
13.1K
$303K
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.07K- 1.49% |
$24.5K - $24.7K
|
70.4K
$1.62M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.2K- 5.23% |
$27.6K - $27.8K
|
21.7K
$501K
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.28K- 0.98% |
$29.5K - $29.7K
|
130K
$3M
|