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 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99+ 450.0% |
$4.78K - $5.16K
|
121
$6.08K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 3.39% |
$1.83K - $1.98K
|
1.16K
$58.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36+ 0.45% |
$1.74K - $1.88K
|
8.11K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3- 0.03% |
$145 - $156
|
11.1K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17- 2.85% |
$820 - $886
|
580
$29.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-28- 41.18% |
$1.35K - $1.46K
|
40
$2.01K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-45- 0.95% |
$2.17K - $2.34K
|
4.71K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-128- 0.55% |
$6.18K - $6.67K
|
23K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
SELL
|
- |
-154- 2.7% |
$7.43K - $8.02K
|
5.54K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-209- 7.39% |
$10.1K - $10.9K
|
2.62K
$131K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 3.56% |
$11.2K - $12.1K
|
6.28K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-250- 25.0% |
$12.1K - $13K
|
750
$37.7K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-283- 5.72% |
$13.7K - $14.7K
|
4.67K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-300- 4.0% |
$14.5K - $15.6K
|
7.2K
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-562- 7.19% |
$27.1K - $29.3K
|
7.26K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-757- 7.2% |
$36.5K - $39.4K
|
9.76K
$490K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.06K- 3.2% |
$51.1K - $55.2K
|
32.1K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.08K- 2.92% |
$51.9K - $56K
|
35.8K
$1.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.27K- 30.43% |
$61.4K - $66.3K
|
2.91K
$146K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 49.61% |
$106K - $115K
|
2.24K
$112K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.38K- 2.03% |
$115K - $124K
|
115K
$5.77M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4.03K- 3.21% |
$194K - $210K
|
121K
$6.09M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.11K- 33.05% |
$343K - $370K
|
14.4K
$723K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.82K- 58.32% |
$474K - $512K
|
7.02K
$353K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.6K- 11.64% |
$509K - $550K
|
80.1K
$4.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.7K- 3.74% |
$709K - $766K
|
378K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14.9K- 5.29% |
$717K - $774K
|
266K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-15.2K- 44.23% |
$731K - $789K
|
19.1K
$959K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-16.7K- 15.19% |
$806K - $871K
|
93.3K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.5K- 17.8% |
$991K - $1.07M
|
94.8K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.2K- 59.38% |
$1.07M - $1.16M
|
15.2K
$763K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-42.7K- 14.92% |
$2.06M - $2.22M
|
243K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-46.8K- 28.05% |
$2.26M - $2.44M
|
120K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-208K- 91.61% |
$10M - $10.8M
|
19.1K
$958K
|