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
$26.6M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
411K+ 123.1% |
$8.9M - $9.08M
|
745K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
388K+ 532.02% |
$8.41M - $8.58M
|
461K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
267K+ 30.61% |
$5.77M - $5.89M
|
1.14M
$25M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
196K+ 398.89% |
$4.24M - $4.33M
|
245K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
144K+ 31.42% |
$3.12M - $3.18M
|
602K
$13.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
126K+ 130.92% |
$2.74M - $2.79M
|
223K
$4.89M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
110KNew |
$2.38M - $2.43M
|
110K
$2.41M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
106K+ 1713.72% |
$2.3M - $2.34M
|
112K
$2.47M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.2K+ 26.51% |
$2.15M - $2.19M
|
474K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.5K+ 231.92% |
$1.81M - $1.84M
|
119K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
68.8K+ 188.73% |
$1.49M - $1.52M
|
105K
$2.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.03M - $1.05M
|
47.6K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42K+ 139.31% |
$909K - $928K
|
72.2K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.6KNew |
$857K - $874K
|
39.6K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
38.3K+ 364.62% |
$829K - $846K
|
48.8K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
38.1K+ 201.23% |
$824K - $841K
|
57K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
35.6K+ 1844.46% |
$771K - $787K
|
37.6K
$825K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 7.78% |
$723K - $738K
|
463K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
29.7K+ 12.17% |
$642K - $655K
|
273K
$6M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
29.2KNew |
$633K - $646K
|
29.2K
$642K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.1K+ 16.53% |
$608K - $621K
|
198K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27K+ 9.93% |
$585K - $597K
|
299K
$6.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25.3KNew |
$548K - $559K
|
25.3K
$556K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23.3K+ 166.76% |
$505K - $515K
|
37.3K
$820K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.9K+ 40.15% |
$474K - $484K
|
76.5K
$1.68M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4KNew |
$442K - $451K
|
20.4K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
20.4KNew |
$441K - $450K
|
20.4K
$447K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 33.91% |
$437K - $446K
|
79.8K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
20.1KNew |
$435K - $444K
|
20.1K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
18.5K+ 37.66% |
$401K - $409K
|
67.8K
$1.49M
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
16.5K+ 29.56% |
$357K - $364K
|
72.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15KNew |
$325K - $331K
|
15K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
13.5KNew |
$292K - $298K
|
13.5K
$296K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13K+ 23.0% |
$282K - $288K
|
69.7K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.4K+ 6.97% |
$268K - $274K
|
190K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
12.1K+ 78.91% |
$263K - $268K
|
27.5K
$604K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 95.07% |
$251K - $256K
|
23.8K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11.4KNew |
$246K - $251K
|
11.4K
$249K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
10.6K+ 91.55% |
$229K - $234K
|
22.1K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4K+ 27.62% |
$226K - $230K
|
48.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.11K+ 7.68% |
$197K - $201K
|
128K
$2.8M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.36K+ 4.07% |
$159K - $163K
|
188K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
6.5K+ 3.33% |
$141K - $143K
|
201K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$128K - $131K
|
5.91K
$130K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.53K+ 21.89% |
$120K - $122K
|
30.8K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.47K+ 30.04% |
$96.7K - $98.7K
|
19.3K
$425K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.44K+ 7.81% |
$96.1K - $98K
|
61.3K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 4.86% |
$89K - $90.8K
|
88.7K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.71K+ 10.44% |
$80.3K - $82K
|
39.3K
$862K
|