Purchases and Sales Made in Q1 2025 in Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.26K+ 3.9% |
$82.6K - $83.1K
|
113K
$2.21M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4.06K+ 2.82% |
$78.8K - $79.3K
|
148K
$2.88M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.04K+ 4.47% |
$78.4K - $78.9K
|
94.4K
$1.84M
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
4.04K+ 7.01% |
$78.4K - $78.8K
|
61.6K
$1.2M
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 3.06% |
$78.2K - $78.7K
|
136K
$2.64M
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
4.01K+ 0.98% |
$78K - $78.4K
|
414K
$8.07M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.82K+ 15.48% |
$74.2K - $74.7K
|
28.5K
$556K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.66K+ 1.03% |
$71.1K - $71.5K
|
359K
$7M
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.59K+ 2.7% |
$69.7K - $70.2K
|
136K
$2.66M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.58K+ 4.93% |
$69.5K - $69.9K
|
76.2K
$1.49M
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.57K+ 8.59% |
$69.4K - $69.8K
|
45.2K
$880K
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.57K+ 12.41% |
$69.3K - $69.8K
|
32.3K
$630K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
3.55K+ 3.34% |
$69K - $69.4K
|
110K
$2.14M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.43K+ 12.23% |
$66.7K - $67.1K
|
31.5K
$614K
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.29K+ 6.02% |
$63.9K - $64.2K
|
57.9K
$1.13M
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
BUY
|
- |
3.22K+ 13.87% |
$62.6K - $63K
|
26.5K
$516K
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.22K+ 2.12% |
$62.6K - $62.9K
|
155K
$3.03M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
3.22KNew |
$62.5K - $62.9K
|
3.22K
$62.8K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.08K+ 10.78% |
$59.8K - $60.2K
|
31.6K
$617K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.05K+ 2.95% |
$59.3K - $59.6K
|
107K
$2.08M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.04K+ 12.93% |
$58.9K - $59.3K
|
26.5K
$517K
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.97K+ 9.64% |
$57.6K - $57.9K
|
33.7K
$658K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.95K+ 23.12% |
$57.3K - $57.6K
|
15.7K
$306K
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.88K+ 5.35% |
$55.9K - $56.3K
|
56.7K
$1.11M
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88K+ 21.16% |
$55.9K - $56.3K
|
16.5K
$321K
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
2.82K+ 3.49% |
$54.8K - $55.1K
|
83.8K
$1.63M
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
2.75K+ 4.93% |
$53.3K - $53.7K
|
58.5K
$1.14M
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
2.7K+ 7.85% |
$52.4K - $52.7K
|
37.1K
$723K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
2.7KNew |
$52.4K - $52.7K
|
2.7K
$52.6K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.6K+ 1.72% |
$50.4K - $50.7K
|
153K
$2.99M
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
2.5K+ 41.67% |
$48.6K - $48.9K
|
8.5K
$166K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.35K+ 1.23% |
$45.7K - $45.9K
|
194K
$3.78M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.31K+ 1.99% |
$44.9K - $45.1K
|
118K
$2.31M
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.27K+ 0.13% |
$44K - $44.3K
|
1.71M
$33.4M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.21K+ 2.21% |
$43K - $43.3K
|
102K
$2M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.05K+ 8.03% |
$39.9K - $40.1K
|
27.6K
$539K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.02K+ 6.93% |
$39.2K - $39.4K
|
31.1K
$607K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.97K+ 3.95% |
$38.2K - $38.4K
|
51.7K
$1.01M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.94K+ 9.82% |
$37.6K - $37.8K
|
21.7K
$422K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.93K+ 29.66% |
$37.5K - $37.7K
|
8.43K
$164K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.81K+ 11.18% |
$35.1K - $35.3K
|
18K
$350K
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
1.7K+ 1.79% |
$32.9K - $33.1K
|
96.5K
$1.88M
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.69K+ 0.31% |
$32.9K - $33.1K
|
544K
$10.6M
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.6K+ 15.17% |
$31.1K - $31.3K
|
12.2K
$237K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.55K+ 2.56% |
$30.1K - $30.3K
|
62K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.54KNew |
$29.9K - $30.1K
|
1.54K
$30K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54K+ 9.34% |
$29.8K - $30K
|
18K
$350K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.52K+ 8.75% |
$29.4K - $29.6K
|
18.8K
$367K
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 3.37% |
$28.9K - $29.1K
|
45.7K
$892K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.46K+ 10.01% |
$28.3K - $28.5K
|
16K
$313K
|