Purchases and Sales Made in Q1 2025 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.16M+ 2489.35% |
$25.2M - $25.7M
|
1.21M
$26.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25.3KNew |
$548K - $559K
|
25.3K
$548K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
16.5K+ 29.56% |
$357K - $364K
|
72.3K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13K+ 23.0% |
$282K - $288K
|
69.7K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 4.86% |
$89.1K - $90.8K
|
88.7K
$1.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.29K+ 14.83% |
$71.3K - $72.7K
|
25.5K
$552K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81K+ 24.39% |
$60.8K - $62K
|
14.3K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.03K- 25.04% |
$22.2K - $22.6K
|
3.07K
$66.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-89.7K- 48.15% |
$1.94M - $1.98M
|
96.6K
$2.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.15M- 95.38% |
$25M - $25.5M
|
56K
$1.21M
|