Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3KNew |
$236K - $238K
|
11.3K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
11.2K+ 17.96% |
$233K - $235K
|
73.4K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
11KNew |
$229K - $231K
|
11K
$229K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
10.9KNew |
$226K - $228K
|
10.9K
$226K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10.8K+ 6.94% |
$226K - $228K
|
167K
$3.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.7KNew |
$222K - $224K
|
10.7K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.7K+ 18.38% |
$222K - $224K
|
68.7K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
10.5KNew |
$219K - $221K
|
10.5K
$219K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.4K+ 61.36% |
$216K - $218K
|
27.3K
$568K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
10.2K+ 24.64% |
$213K - $215K
|
51.7K
$1.08M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
9.86K+ 6.51% |
$205K - $207K
|
161K
$3.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Sam Advisors, LLC
|
BUY
|
- |
9.7K+ 3.36% |
$202K - $204K
|
298K
$6.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9.64KNew |
$201K - $203K
|
9.64K
$201K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
9.33K+ 8.93% |
$194K - $196K
|
114K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
9.14K+ 1.19% |
$190K - $192K
|
779K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
8.55K+ 7.13% |
$178K - $180K
|
129K
$2.68M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
7.92K+ 41.59% |
$165K - $166K
|
27K
$561K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
7.36K+ 27.95% |
$153K - $155K
|
33.7K
$701K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
6.77K+ 2.88% |
$141K - $142K
|
242K
$5.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.63K+ 10.26% |
$138K - $139K
|
71.3K
$1.48M
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
6.61K+ 17.45% |
$138K - $139K
|
44.5K
$926K
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5.49K+ 2.93% |
$114K - $115K
|
193K
$4.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.27K+ 27.24% |
$110K - $111K
|
24.6K
$513K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5.15K+ 3.04% |
$107K - $108K
|
174K
$3.63M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.1K+ 2.21% |
$106K - $107K
|
236K
$4.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 4.42% |
$102K - $103K
|
116K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.73K+ 7.64% |
$98.7K - $99.6K
|
66.7K
$1.39M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
4.38KNew |
$91.2K - $92K
|
4.38K
$91.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.62K+ 2.78% |
$75.4K - $76.1K
|
134K
$2.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24K+ 12.25% |
$67.6K - $68.2K
|
29.7K
$618K
|
|
|
Oct 28, 2025
Q3 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
3.05K+ 0.71% |
$63.6K - $64.2K
|
435K
$9.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.5K+ 5.12% |
$52.2K - $52.6K
|
51.4K
$1.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2K+ 7.26% |
$41.7K - $42.1K
|
29.6K
$615K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.91K+ 7.12% |
$39.8K - $40.2K
|
28.7K
$599K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.81K+ 1.57% |
$37.6K - $38K
|
117K
$2.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
1.8K+ 0.91% |
$37.5K - $37.8K
|
198K
$4.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 0.31% |
$32.7K - $33K
|
514K
$10.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.4K+ 10.83% |
$29.2K - $29.4K
|
14.3K
$298K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.36K+ 8.51% |
$28.3K - $28.6K
|
17.3K
$361K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
1.35K+ 5.63% |
$28.1K - $28.3K
|
25.3K
$527K
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.25K+ 4.93% |
$26.1K - $26.3K
|
26.6K
$554K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.24K+ 8.32% |
$25.8K - $26.1K
|
16.1K
$336K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.08K+ 7.01% |
$22.4K - $22.6K
|
16.4K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
761+ 5.55% |
$15.9K - $16K
|
14.5K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
605+ 37.79% |
$12.6K - $12.7K
|
2.21K
$45.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
600+ 0.39% |
$12.5K - $12.6K
|
154K
$3.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
548+ 1.73% |
$11.4K - $11.5K
|
32.2K
$670K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
437+ 0.51% |
$9.11K - $9.19K
|
85.8K
$1.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
311New |
$6.48K - $6.54K
|
311
$6.48K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
288+ 1.75% |
$6K - $6.06K
|
16.7K
$348K
|