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 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.29K+ 14.83% |
$71.2K - $72.7K
|
25.5K
$559K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.18K+ 19.32% |
$68.8K - $70.2K
|
19.6K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.14K+ 7.11% |
$67.9K - $69.3K
|
47.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.9K+ 24.87% |
$62.6K - $63.9K
|
14.5K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81K+ 24.39% |
$60.8K - $62K
|
14.3K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.29K+ 5.08% |
$49.4K - $50.5K
|
47.2K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2KNew |
$47.6K - $48.6K
|
2.2K
$48.3K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2K+ 0.58% |
$43.2K - $44.1K
|
348K
$7.65M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.51K+ 12.79% |
$32.6K - $33.2K
|
13.3K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
770+ 1.48% |
$16.7K - $17K
|
52.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
725+ 2.24% |
$15.7K - $16K
|
33K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
520+ 1.38% |
$11.3K - $11.5K
|
38.1K
$837K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
505+ 3.08% |
$10.9K - $11.2K
|
16.9K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500+ 3.94% |
$10.8K - $11K
|
13.2K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
425+ 159.18% |
$9.2K - $9.38K
|
692
$15.2K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 3.32% |
$6.77K - $6.91K
|
9.75K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
279+ 1.31% |
$6.04K - $6.16K
|
21.6K
$474K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
105+ 0.94% |
$2.27K - $2.32K
|
11.3K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 0.73% |
$1.21K - $1.24K
|
7.74K
$170K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
37+ 0.16% |
$801 - $817
|
23.6K
$518K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12+ 3.42% |
$260 - $265
|
363
$7.97K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.02% |
$108 - $110
|
23.2K
$509K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$108 - $110
|
1.19K
$26.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-100- 0.1% |
$2.16K - $2.21K
|
98.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-276- 0.48% |
$5.97K - $6.09K
|
57.5K
$1.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-313- 3.21% |
$6.77K - $6.91K
|
9.44K
$207K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-384- 1.1% |
$8.31K - $8.48K
|
34.5K
$757K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-830- 4.75% |
$18K - $18.3K
|
16.6K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-917- 7.57% |
$19.8K - $20.2K
|
11.2K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.03K- 25.04% |
$22.2K - $22.6K
|
3.07K
$67.4K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.07K- 2.17% |
$23.1K - $23.5K
|
48.1K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.43% |
$24.2K - $24.7K
|
13.9K
$306K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 5.2% |
$34K - $34.7K
|
28.6K
$628K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.76K- 5.18% |
$38.1K - $38.9K
|
32.3K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.83K- 2.86% |
$61.3K - $62.6K
|
96.1K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.63K- 1.02% |
$78.6K - $80.2K
|
351K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.86K- 1.48% |
$105K - $107K
|
324K
$7.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-6.59K- 27.65% |
$143K - $145K
|
17.2K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.01K- 12.04% |
$152K - $155K
|
51.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9.39K- 37.52% |
$203K - $207K
|
15.6K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.4K- 4.12% |
$334K - $341K
|
359K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24K- 33.06% |
$519K - $529K
|
48.5K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-35.8K- 95.38% |
$775K - $791K
|
1.74K
$38.1K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67.2K- 91.56% |
$1.45M - $1.48M
|
6.19K
$136K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-89.7K- 48.15% |
$1.94M - $1.98M
|
96.6K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.15M- 95.38% |
$25M - $25.5M
|
56K
$1.23M
|