Caldwell Trust CO Invesco Et Self Idxd Fd Tr Bul Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Sep 24, 2025	SELL	$21.09 - $21.18 $29,462 - $29,588	-1,397 Closed	0 $0
Q3 2024 Sep 24, 2025	BUY	$21.05 - $21.17 $29,406 - $29,574	1,397 New	1,397 $29.5 Million

Others Institutions Holding BSCO

# of Institutions

43

Shares Held

4.81M

Call Options Held

0

Put Options Held

0

Raymond James & Associates St Petersburg, FL

886K
Shares

$18.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

760K
Shares

$16 Million
0.02% of portfolio
Colony Group LLC Boston, MA

513K
Shares

$10.8 Million
0.16% of portfolio
Wealthsource Partners, LLC

434K
Shares

$9.17 Million
0.6% of portfolio
Oakhurst Advisors,Llc Los Angeles, CA

406K
Shares

$8.58 Million
39.07% of portfolio

About INVESCO ET SELF IDXD FD TR BUL

Ticker BSCO
Sector ETFs
Industry ETFs

More about BSCO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.