Purchases and Sales Made in Q2 2025 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
87.7KNew |
$1.76M - $1.84M
|
87.7K
$1.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
74.9K+ 45.13% |
$1.51M - $1.57M
|
241K
$5.04M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
43.8K+ 37.18% |
$881K - $919K
|
162K
$3.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
36.1K+ 2.08% |
$725K - $757K
|
1.77M
$37.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
28.1KNew |
$565K - $590K
|
28.1K
$588K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25.4KNew |
$511K - $533K
|
25.4K
$531K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20.6K+ 5.34% |
$415K - $433K
|
406K
$8.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.4K+ 18.25% |
$410K - $428K
|
132K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
17.9K+ 55.66% |
$360K - $376K
|
50K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
BUY
|
- |
17.6K+ 2.92% |
$354K - $370K
|
620K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
15.8KNew |
$318K - $332K
|
15.8K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
10.9K+ 5.86% |
$219K - $228K
|
197K
$4.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.63K+ 14.81% |
$194K - $202K
|
74.7K
$1.56M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
6.43K+ 9.91% |
$129K - $135K
|
71.3K
$1.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.23K+ 0.71% |
$125K - $131K
|
882K
$18.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.38K+ 17.52% |
$47.9K - $50K
|
16K
$334K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.2K+ 11.49% |
$44.3K - $46.3K
|
21.4K
$448K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 11.43% |
$40.2K - $42K
|
19.5K
$408K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
919+ 3.86% |
$18.5K - $19.3K
|
24.7K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
720+ 4.53% |
$14.5K - $15.1K
|
16.6K
$348K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
623+ 6.24% |
$12.5K - $13.1K
|
10.6K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
219+ 0.96% |
$4.41K - $4.6K
|
23K
$482K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
216+ 1.79% |
$4.35K - $4.54K
|
12.3K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 2.9% |
$40.2 - $42
|
71
$1.49K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-21- 0.06% |
$423 - $441
|
35.3K
$739K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-50- 0.31% |
$1.01K - $1.05K
|
16.2K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-161- 0.42% |
$3.24K - $3.38K
|
37.9K
$793K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-490- 0.39% |
$9.86K - $10.3K
|
125K
$2.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-497- 1.09% |
$10K - $10.4K
|
45.1K
$944K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.04K- 14.01% |
$41.1K - $42.9K
|
12.5K
$263K
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.64K- 9.7% |
$53.1K - $55.5K
|
24.6K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.65K- 10.12% |
$73.4K - $76.7K
|
32.4K
$678K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-21K- 62.18% |
$422K - $440K
|
12.7K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-21.7K- 22.35% |
$436K - $455K
|
75.3K
$1.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-22.1K- 10.54% |
$444K - $463K
|
187K
$3.92M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-37.5K- 39.28% |
$755K - $788K
|
58K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-46.6K- 12.99% |
$938K - $980K
|
313K
$6.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-239K- 91.17% |
$4.81M - $5.02M
|
23.1K
$484K
|