Purchases and Sales Made in Q1 2025 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97.6KNew |
$4.71M - $5.09M
|
97.6K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
41.8K+ 12.05% |
$2.02M - $2.18M
|
388K
$18.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
23.9K+ 123.36% |
$1.15M - $1.24M
|
43.2K
$2.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4KNew |
$1.08M - $1.17M
|
22.4K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$686K - $741K
|
14.2K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.6K+ 11.44% |
$512K - $553K
|
103K
$4.91M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.58K+ 97.47% |
$366K - $395K
|
15.4K
$730K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.06K+ 6.01% |
$292K - $316K
|
107K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 6.81% |
$281K - $304K
|
91.5K
$4.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.29K+ 82.14% |
$255K - $276K
|
11.7K
$558K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.26K+ 6.13% |
$109K - $118K
|
39.1K
$1.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.86K+ 1.09% |
$89.8K - $96.9K
|
172K
$8.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
257New |
$12.4K - $13.4K
|
257
$12.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
201+ 4.4% |
$9.7K - $10.5K
|
4.77K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99+ 450.0% |
$4.78K - $5.16K
|
121
$5.75K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$1.74K - $1.88K
|
8.11K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-128- 0.55% |
$6.18K - $6.67K
|
23K
$1.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 3.56% |
$11.2K - $12.1K
|
6.28K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-300- 4.0% |
$14.5K - $15.6K
|
7.2K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-562- 7.19% |
$27.1K - $29.3K
|
7.26K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.08K- 2.92% |
$51.9K - $56K
|
35.8K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.7K- 14.92% |
$2.06M - $2.22M
|
243K
$11.6M
|