Purchases and Sales Made in Q2 2025 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-349- 56.56% |
$7.32K - $7.58K
|
268
$5.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.24K- 27.64% |
$25.9K - $26.9K
|
3.24K
$71.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.35K- 12.39% |
$70.3K - $72.8K
|
23.7K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3.47K- 18.77% |
$72.8K - $75.4K
|
15K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 24.97% |
$82.8K - $85.8K
|
11.9K
$262K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.04K- 2.83% |
$148K - $153K
|
242K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.1K- 26.11% |
$232K - $240K
|
31.3K
$690K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.1K- 17.0% |
$358K - $371K
|
83.4K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-21K- 47.78% |
$440K - $455K
|
22.9K
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-27.2K- 20.53% |
$570K - $590K
|
105K
$2.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-28.3K- 50.51% |
$593K - $614K
|
27.7K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.3K- 9.2% |
$866K - $897K
|
408K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-59.8K- 31.99% |
$1.26M - $1.3M
|
127K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.5K- 34.59% |
$1.56M - $1.62M
|
141K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-113K- 62.66% |
$2.38M - $2.46M
|
67.5K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-223K- 65.4% |
$4.67M - $4.84M
|
118K
$2.6M
|