Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
50.3K+ 4.23% |
$1.04M - $1.04M
|
1.24M
$25.7M
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35.4K+ 150.4% |
$731K - $734K
|
58.9K
$1.22M
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
30.5K+ 121.57% |
$631K - $633K
|
55.7K
$1.15M
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
29.3K+ 2.43% |
$605K - $608K
|
1.24M
$25.6M
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27K+ 5.66% |
$559K - $561K
|
505K
$10.5M
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.2K+ 5.05% |
$313K - $314K
|
315K
$6.53M
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.6K+ 0.84% |
$240K - $241K
|
1.4M
$29M
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
11.3KNew |
$234K - $235K
|
11.3K
$235K
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
9.72KNew |
$201K - $202K
|
9.72K
$201K
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.1KNew |
$105K - $106K
|
5.1K
$106K
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.34K+ 10.2% |
$89.7K - $90.1K
|
46.9K
$973K
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.38K+ 5.08% |
$49.2K - $49.4K
|
49.2K
$1.02M
|
|
Oct 15, 2025
Q3 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.94K+ 1.54% |
$40K - $40.1K
|
128K
$2.65M
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.91K+ 5.44% |
$39.4K - $39.5K
|
37K
$766K
|
|
Oct 14, 2025
Q3 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
1.68K+ 0.17% |
$34.6K - $34.8K
|
973K
$20.2M
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 0.38% |
$26.9K - $27K
|
345K
$7.15M
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 0.12% |
$24.5K - $24.6K
|
980K
$20.3M
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
692+ 1.25% |
$14.3K - $14.4K
|
56.2K
$1.17M
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
689+ 0.25% |
$14.2K - $14.3K
|
282K
$5.84M
|
|
Oct 15, 2025
Q3 2025
|
Strid Group, LLC
|
BUY
|
- |
521+ 1.07% |
$10.8K - $10.8K
|
49.1K
$1.02M
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
501+ 2.28% |
$10.4K - $10.4K
|
22.5K
$465K
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
166+ 1.37% |
$3.43K - $3.44K
|
12.3K
$254K
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
40+ 0.29% |
$826 - $830
|
14K
$289K
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1+ 0.01% |
$20.7 - $20.7
|
11.5K
$239K
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-178- 0.56% |
$3.68K - $3.69K
|
31.9K
$661K
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-508- 1.37% |
$10.5K - $10.5K
|
36.6K
$759K
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-573- 7.55% |
$11.8K - $11.9K
|
7.02K
$145K
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-600- 1.76% |
$12.4K - $12.4K
|
33.4K
$692K
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-753- 3.57% |
$15.6K - $15.6K
|
20.3K
$422K
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-762- 8.46% |
$15.7K - $15.8K
|
8.25K
$171K
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-1.03K- 7.35% |
$21.2K - $21.3K
|
12.9K
$268K
|
|
Oct 08, 2025
Q3 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.22K- 3.86% |
$25.1K - $25.2K
|
30.2K
$627K
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-2.09K- 5.92% |
$43.2K - $43.3K
|
33.2K
$689K
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.27K- 5.46% |
$46.9K - $47.1K
|
39.3K
$814K
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-3.64K- 6.59% |
$75.2K - $75.5K
|
51.6K
$1.07M
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-3.99K- 11.11% |
$82.4K - $82.7K
|
31.9K
$661K
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4.99K- 15.93% |
$103K - $103K
|
26.3K
$546K
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-6.94K- 4.41% |
$143K - $144K
|
150K
$3.12M
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-8.66K- 6.46% |
$179K - $180K
|
125K
$2.59M
|
|
Oct 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-10K- 28.89% |
$207K - $207K
|
24.6K
$510K
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-12.2K- 5.64% |
$251K - $252K
|
203K
$4.22M
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-13K- 46.43% |
$269K - $270K
|
15K
$311K
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-13.4K- 7.96% |
$277K - $278K
|
155K
$3.21M
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-15.5K- 16.19% |
$321K - $322K
|
80.4K
$1.67M
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-16.6K- 9.43% |
$343K - $344K
|
159K
$3.3M
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-28.9K- 16.16% |
$598K - $600K
|
150K
$3.11M
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-31.4K- 5.22% |
$649K - $652K
|
570K
$11.8M
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-32.7K- 7.47% |
$675K - $678K
|
405K
$8.39M
|
|
Oct 14, 2025
Q3 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-34.6K- 11.14% |
$715K - $718K
|
276K
$5.72M
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-53.3K- 33.11% |
$1.1M - $1.11M
|
108K
$2.23M
|