Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
188KNew |
$3.86M - $3.98M
|
188K
$3.98M
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.1K+ 13.46% |
$433K - $447K
|
178K
$3.77M
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15.4KNew |
$316K - $326K
|
15.4K
$326K
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$132K - $136K
|
6.43K
$136K
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.45KNew |
$29.8K - $30.8K
|
1.45K
$30.8K
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.58K- 12.77% |
$73.4K - $75.7K
|
24.4K
$518K
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-6.04K- 4.31% |
$124K - $128K
|
134K
$2.84M
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 58.85% |
$341K - $351K
|
11.6K
$246K
|