Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
624K+ 44648.5% |
$31.9M - $34.5M
|
626K
$34.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
957+ 2.19% |
$49K - $52.8K
|
44.6K
$2.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 0.44% |
$1.64K - $1.77K
|
7.29K
$399K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-12- 34.29% |
$614 - $663
|
23
$1.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-95- 2.39% |
$4.86K - $5.24K
|
3.88K
$212K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.32K- 6.73% |
$119K - $128K
|
32.2K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 30.72% |
$123K - $133K
|
5.41K
$296K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.78K- 7.44% |
$142K - $153K
|
34.6K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.33K- 7.85% |
$273K - $294K
|
62.6K
$3.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.5K- 72.35% |
$486K - $524K
|
3.63K
$199K
|