Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
307K+ 81.19% |
$13.4M - $15.8M
|
685K
$35.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
165K+ 42.59% |
$7.24M - $8.52M
|
554K
$28.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.1K+ 85.3% |
$1.19M - $1.4M
|
58.9K
$3.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
24K+ 22.47% |
$1.05M - $1.24M
|
131K
$6.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 226.89% |
$715K - $841K
|
23.5K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11K+ 71.85% |
$483K - $568K
|
26.4K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10.6K+ 32.07% |
$464K - $546K
|
43.7K
$2.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.89K+ 22.93% |
$389K - $458K
|
47.6K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.41K+ 11.89% |
$325K - $382K
|
69.8K
$3.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
7.09K+ 8.26% |
$310K - $365K
|
92.9K
$4.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
3.05K+ 39.89% |
$133K - $157K
|
10.7K
$558K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.54K+ 22.41% |
$67.6K - $79.5K
|
8.43K
$440K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
579+ 0.48% |
$25.3K - $29.8K
|
121K
$6.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$21.6K - $25.4K
|
493
$25.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
406+ 5.78% |
$17.8K - $20.9K
|
7.43K
$388K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
230+ 0.2% |
$10.1K - $11.8K
|
115K
$6.01M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 1.5% |
$5.03K - $5.92K
|
7.78K
$406K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.43% |
$219 - $258
|
1.16K
$60.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$131 - $155
|
3
$157
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$43.8 - $51.5
|
1
$52.2
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3- 0.04% |
$131 - $155
|
7.26K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-5- 12.5% |
$219 - $258
|
35
$1.83K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-35- 0.24% |
$1.53K - $1.8K
|
14.4K
$750K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-132- 0.45% |
$5.78K - $6.8K
|
28.9K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-285- 2.73% |
$12.5K - $14.7K
|
10.2K
$530K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-313- 4.99% |
$13.7K - $16.1K
|
5.96K
$311K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-356- 3.16% |
$15.6K - $18.3K
|
10.9K
$569K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-642- 13.76% |
$28.1K - $33.1K
|
4.02K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-799- 16.75% |
$35K - $41.1K
|
3.97K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-809- 17.16% |
$35.4K - $41.7K
|
3.91K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09K- 7.65% |
$47.6K - $56K
|
13.1K
$686K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 46.6% |
$53.4K - $62.8K
|
1.4K
$73K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.26K- 3.52% |
$55.1K - $64.8K
|
34.5K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.72K- 7.49% |
$75.3K - $88.6K
|
21.2K
$1.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.81K- 4.63% |
$79.4K - $93.4K
|
37.3K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 20.42% |
$80.3K - $94.5K
|
7.15K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-2.33K- 1.35% |
$102K - $120K
|
170K
$8.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.15K- 51.19% |
$182K - $214K
|
3.96K
$207K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.62K- 5.05% |
$202K - $238K
|
86.9K
$4.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-4.87K- 11.27% |
$213K - $251K
|
38.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.74K- 2.77% |
$295K - $347K
|
237K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.66K- 56.42% |
$335K - $394K
|
5.91K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-8.72K- 45.67% |
$382K - $449K
|
10.4K
$542K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 65.19% |
$641K - $754K
|
7.81K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40.2K- 37.18% |
$1.76M - $2.07M
|
67.9K
$3.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-74.4K- 71.93% |
$3.26M - $3.83M
|
29K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-79.4K- 73.47% |
$3.48M - $4.09M
|
28.7K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-192K- 41.16% |
$8.38M - $9.86M
|
274K
$14.3M
|