Purchases and Sales Made in Q2 2025 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
671KNew |
$13.9M - $13.9M
|
671K
$13.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
598KNew |
$12.4M - $12.4M
|
598K
$12.4M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
107K+ 28.81% |
$2.21M - $2.22M
|
478K
$9.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
88.9KNew |
$1.84M - $1.84M
|
88.9K
$1.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
67.7K+ 68.0% |
$1.4M - $1.4M
|
167K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
45.4K+ 105.22% |
$939K - $942K
|
88.6K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
40.7KNew |
$841K - $844K
|
40.7K
$841K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
31.3KNew |
$647K - $650K
|
31.3K
$647K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
30.9KNew |
$637K - $640K
|
30.9K
$637K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
29.8K+ 3.14% |
$616K - $619K
|
979K
$20.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
28.4K+ 6.73% |
$587K - $589K
|
451K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
26K+ 187.85% |
$538K - $540K
|
39.9K
$824K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
24KNew |
$496K - $498K
|
24K
$496K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
19.3KNew |
$399K - $401K
|
19.3K
$399K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
14.9K+ 4.38% |
$307K - $308K
|
354K
$7.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 153.04% |
$294K - $295K
|
23.5K
$486K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
13.6KNew |
$281K - $282K
|
13.6K
$281K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13K+ 86.13% |
$268K - $269K
|
28.1K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
11.7K+ 4.08% |
$242K - $243K
|
299K
$6.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
10.3K+ 68.98% |
$212K - $213K
|
25.1K
$519K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
9.01KNew |
$186K - $187K
|
9.01K
$186K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
7.07K+ 2.33% |
$146K - $147K
|
311K
$6.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
6.71K+ 12.08% |
$139K - $139K
|
62.2K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.99K+ 3.19% |
$103K - $103K
|
161K
$3.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.77KNew |
$98.5K - $98.9K
|
4.77K
$98.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.79K+ 1.97% |
$78.2K - $78.5K
|
196K
$4.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
3.69K+ 2.14% |
$76.3K - $76.6K
|
176K
$3.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.19K+ 10.01% |
$65.9K - $66.2K
|
35K
$724K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.14K+ 9.05% |
$64.8K - $65.1K
|
37.8K
$781K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.04K+ 1.01% |
$62.8K - $63.1K
|
303K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Blossom Wealth Management
|
BUY
|
- |
2.93K+ 3.9% |
$60.6K - $60.8K
|
78.1K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.62K+ 0.77% |
$54.1K - $54.4K
|
344K
$7.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.1K+ 21.02% |
$43.4K - $43.6K
|
12.1K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.75K+ 0.89% |
$36.1K - $36.2K
|
198K
$4.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.67K+ 10.87% |
$34.5K - $34.7K
|
17.1K
$352K
|
|
|
Jul 15, 2025
Q2 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.47K+ 1.18% |
$30.4K - $30.6K
|
126K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$29.3K - $29.5K
|
1.42K
$29.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.06K+ 3.65% |
$21.8K - $21.9K
|
30K
$620K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
622New |
$12.9K - $12.9K
|
622
$12.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
606+ 5.81% |
$12.5K - $12.6K
|
11K
$228K
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
588+ 1.46% |
$12.1K - $12.2K
|
40.9K
$844K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
BUY
|
- |
508+ 1.06% |
$10.5K - $10.5K
|
48.5K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
445+ 3.29% |
$9.19K - $9.23K
|
14K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
411+ 3.52% |
$8.49K - $8.52K
|
12.1K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
173+ 0.64% |
$3.57K - $3.59K
|
27.1K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
40+ 0.29% |
$826 - $830
|
13.8K
$285K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
39+ 0.28% |
$806 - $809
|
13.9K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
20+ 0.14% |
$413 - $415
|
14.4K
$298K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
14+ 0.04% |
$289 - $290
|
35.9K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-35- 0.1% |
$723 - $726
|
36.6K
$756K
|