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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-658- 4.33% |
$28.8K - $33.9K
|
14.5K
$795K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-766- 2.39% |
$33.5K - $39.4K
|
31.3K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-799- 16.75% |
$35K - $41.1K
|
3.97K
$217K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-809- 17.16% |
$35.4K - $41.7K
|
3.91K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-833- 0.33% |
$36.5K - $42.9K
|
251K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09K- 7.65% |
$47.6K - $56K
|
13.1K
$719K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 6.83% |
$51.3K - $60.3K
|
16K
$875K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 46.6% |
$53.4K - $62.8K
|
1.4K
$76.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.26K- 3.52% |
$55.1K - $64.8K
|
34.5K
$1.89M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-1.72K- 7.49% |
$75.3K - $88.6K
|
21.2K
$1.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.81K- 4.63% |
$79.4K - $93.4K
|
37.3K
$2.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.83K- 20.42% |
$80.3K - $94.5K
|
7.15K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.15K- 14.24% |
$94.1K - $111K
|
12.9K
$708K
|
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-2.33K- 1.35% |
$102K - $120K
|
170K
$9.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.91K- 99.97% |
$127K - $150K
|
1
$54.7
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.52K- 36.02% |
$154K - $181K
|
6.25K
$342K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.54K- 9.45% |
$155K - $183K
|
33.9K
$1.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.15K- 51.19% |
$182K - $214K
|
3.96K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.62K- 5.05% |
$202K - $238K
|
86.9K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-4.87K- 11.27% |
$213K - $251K
|
38.3K
$2.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.74K- 2.77% |
$295K - $347K
|
237K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-7.66K- 56.42% |
$335K - $394K
|
5.91K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-8.72K- 45.67% |
$382K - $449K
|
10.4K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-11.2K- 58.64% |
$490K - $576K
|
7.89K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 31.29% |
$542K - $637K
|
27.2K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 65.19% |
$641K - $754K
|
7.81K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.2K- 12.4% |
$1.37M - $1.61M
|
221K
$12.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-40.2K- 37.18% |
$1.76M - $2.07M
|
67.9K
$3.72M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 8.45% |
$1.84M - $2.17M
|
457K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.7K- 73.58% |
$2.05M - $2.41M
|
16.8K
$918K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-71.1K- 79.1% |
$3.11M - $3.66M
|
18.8K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-74.4K- 71.93% |
$3.26M - $3.83M
|
29K
$1.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-79.4K- 73.47% |
$3.48M - $4.09M
|
28.7K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-124K- 46.6% |
$5.42M - $6.38M
|
142K
$7.77M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-192K- 41.16% |
$8.38M - $9.86M
|
274K
$15M
|