Purchases and Sales Made in Q2 2025 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
54K+ 139.07% |
$1.08M - $1.13M
|
92.8K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
50.5KNew |
$1.01M - $1.06M
|
50.5K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
33.1K+ 48.42% |
$665K - $695K
|
102K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.9K+ 45.25% |
$661K - $690K
|
106K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
30.9K+ 23.76% |
$620K - $648K
|
161K
$3.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
26KNew |
$523K - $546K
|
26K
$552K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
24.5KNew |
$493K - $515K
|
24.5K
$520K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
24.4K+ 145.07% |
$491K - $513K
|
41.3K
$875K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
24.4KNew |
$489K - $511K
|
24.4K
$516K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
19.3K+ 28.72% |
$388K - $405K
|
86.5K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.9K+ 91.2% |
$360K - $376K
|
37.6K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17.6K+ 15.34% |
$353K - $369K
|
132K
$2.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.3K+ 10.83% |
$348K - $363K
|
177K
$3.75M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 50.91% |
$321K - $335K
|
47.3K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
15.6K+ 11.01% |
$313K - $327K
|
157K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.6K+ 11.8% |
$252K - $264K
|
119K
$2.52M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.67K+ 79.29% |
$154K - $161K
|
17.3K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.62K+ 76.34% |
$133K - $139K
|
15.3K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 14.21% |
$122K - $127K
|
48.7K
$1.03M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.27K+ 13.48% |
$106K - $111K
|
44.3K
$939K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.9K+ 8.77% |
$78.4K - $81.9K
|
48.4K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.93K+ 26.88% |
$58.7K - $61.4K
|
13.8K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.44K+ 6.33% |
$49K - $51.2K
|
41K
$868K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 2.18% |
$34.7K - $36.2K
|
81.1K
$1.72M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.48K+ 5.59% |
$29.8K - $31.1K
|
28K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32K+ 0.72% |
$26.5K - $27.7K
|
185K
$3.93M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.16K+ 25.19% |
$23.3K - $24.4K
|
5.78K
$122K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
1K+ 0.83% |
$20.1K - $21K
|
121K
$2.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
815+ 3.6% |
$16.4K - $17.1K
|
23.4K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
593+ 1.15% |
$11.9K - $12.4K
|
52.1K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
587+ 0.95% |
$11.8K - $12.3K
|
62.6K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
515+ 1.57% |
$10.3K - $10.8K
|
33.3K
$706K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
278New |
$5.58K - $5.83K
|
278
$5.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
72+ 0.19% |
$1.45K - $1.51K
|
38.5K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
46+ 0.79% |
$924 - $965
|
5.88K
$125K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.86% |
$161 - $168
|
938
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.28% |
$80.3 - $83.9
|
1.44K
$30.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-500- 0.93% |
$10K - $10.5K
|
53.3K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-917- 2.16% |
$18.4K - $19.2K
|
41.5K
$879K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.33K- 28.24% |
$26.7K - $27.9K
|
3.39K
$71.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.53K- 7.54% |
$30.7K - $32.1K
|
18.7K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 2.43% |
$31.4K - $32.8K
|
62.6K
$1.33M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-3.77K- 2.62% |
$75.6K - $79K
|
140K
$2.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.89K- 20.98% |
$78.1K - $81.5K
|
14.6K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.29K- 45.91% |
$106K - $111K
|
6.24K
$132K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.1K- 9.5% |
$203K - $213K
|
96.6K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.5K- 25.01% |
$210K - $219K
|
31.4K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-11.2K- 3.29% |
$226K - $236K
|
331K
$7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-25.2K- 48.22% |
$507K - $529K
|
27.1K
$574K
|