Purchases and Sales Made in Q1 2025 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
685+ 4.53% |
$14.7K - $15.1K
|
15.8K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
295+ 0.71% |
$6.34K - $6.5K
|
42K
$903K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200+ 0.47% |
$4.3K - $4.41K
|
43.2K
$929K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
137+ 0.57% |
$2.94K - $3.02K
|
24.1K
$518K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
118+ 0.12% |
$2.54K - $2.6K
|
98.5K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 1.08% |
$903 - $925
|
3.92K
$84.3K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.39% |
$21.5 - $22
|
256
$5.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-82- 0.15% |
$1.76K - $1.81K
|
56K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-99- 0.47% |
$2.13K - $2.18K
|
20.8K
$446K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-320- 3.38% |
$6.88K - $7.05K
|
9.14K
$196K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-471- 65.42% |
$10.1K - $10.4K
|
249
$5.35K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-1.17K- 22.1% |
$25.1K - $25.8K
|
4.12K
$88.6K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.35K- 1.01% |
$29.1K - $29.8K
|
132K
$2.85M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.42K- 11.96% |
$30.6K - $31.3K
|
10.5K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.5K- 5.39% |
$53.7K - $55.1K
|
43.9K
$943K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-5.2K- 2.05% |
$112K - $115K
|
249K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-7.03K- 27.54% |
$151K - $155K
|
18.5K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.81K- 17.27% |
$168K - $172K
|
37.4K
$804K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-119K- 91.43% |
$2.55M - $2.62M
|
11.1K
$239K
|