Purchases and Sales Made in Q3 2025 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.1K+ 136.72% |
$344K - $350K
|
27.9K
$600K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$247K - $251K
|
11.6K
$249K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.5K+ 158.56% |
$160K - $163K
|
12.2K
$263K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.95K+ 66.79% |
$127K - $129K
|
14.9K
$320K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.73K+ 6.76% |
$122K - $124K
|
90.4K
$1.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.26K+ 24.22% |
$69.5K - $70.7K
|
16.7K
$359K
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.56K+ 84.07% |
$33.3K - $33.9K
|
3.42K
$73.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.16KNew |
$24.8K - $25.2K
|
1.16K
$25K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
480+ 4.37% |
$10.2K - $10.4K
|
11.5K
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
261+ 0.96% |
$5.57K - $5.66K
|
27.4K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
144+ 1.46% |
$3.07K - $3.12K
|
9.99K
$215K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-98- 9.61% |
$2.09K - $2.13K
|
922
$19.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-612- 1.42% |
$13.1K - $13.3K
|
42.4K
$912K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.05K- 2.63% |
$22.4K - $22.8K
|
38.8K
$835K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.49K- 1.31% |
$31.8K - $32.3K
|
112K
$2.41M
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-1.78K- 0.81% |
$37.9K - $38.5K
|
218K
$4.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.27K- 9.44% |
$69.7K - $70.9K
|
31.3K
$673K
|