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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
BUY
|
- |
1.41K+ 13.06% |
$27.3K - $27.5K
|
12.2K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.37KNew |
$26.6K - $26.7K
|
1.37K
$26.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.36K+ 8.86% |
$26.4K - $26.6K
|
16.7K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.29K+ 12.85% |
$25K - $25.1K
|
11.3K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.17K+ 1.66% |
$22.7K - $22.9K
|
71.5K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.12KNew |
$21.7K - $21.8K
|
1.12K
$21.8K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.05K+ 0.61% |
$20.4K - $20.5K
|
174K
$3.4M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.04K+ 1.09% |
$20.1K - $20.2K
|
96.4K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.01K+ 3.76% |
$19.6K - $19.7K
|
27.9K
$544K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
980+ 1.03% |
$19K - $19.1K
|
95.7K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
967+ 0.52% |
$18.8K - $18.9K
|
187K
$3.66M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
742+ 1.72% |
$14.4K - $14.5K
|
44K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
742+ 0.54% |
$14.4K - $14.5K
|
138K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
720+ 1.5% |
$14K - $14.1K
|
48.7K
$950K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
718+ 1.89% |
$13.9K - $14K
|
38.7K
$755K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
646+ 1.03% |
$12.5K - $12.6K
|
63.1K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
628+ 4186.67% |
$12.2K - $12.3K
|
643
$12.5K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
598+ 1.68% |
$11.6K - $11.7K
|
36.1K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
549+ 1.04% |
$10.7K - $10.7K
|
53.5K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
500New |
$9.71K - $9.77K
|
500
$9.75K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
480+ 1.48% |
$9.32K - $9.38K
|
32.8K
$640K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
419+ 1.1% |
$8.14K - $8.19K
|
38.5K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
385+ 0.68% |
$7.48K - $7.52K
|
56.9K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
357+ 0.11% |
$6.93K - $6.98K
|
323K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
355+ 2.91% |
$6.89K - $6.94K
|
12.6K
$245K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
355+ 0.96% |
$6.89K - $6.94K
|
37.3K
$728K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
346+ 1.23% |
$6.72K - $6.76K
|
28.4K
$555K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
342+ 1.04% |
$6.64K - $6.68K
|
33.4K
$651K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$4.86K - $4.89K
|
250
$4.88K
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
249+ 0.4% |
$4.84K - $4.87K
|
62.1K
$1.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
226+ 1.32% |
$4.39K - $4.42K
|
17.4K
$339K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
213+ 0.5% |
$4.14K - $4.16K
|
42.8K
$835K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
202+ 0.31% |
$3.92K - $3.95K
|
64.5K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
162+ 0.18% |
$3.15K - $3.17K
|
90.7K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
157+ 0.24% |
$3.05K - $3.07K
|
66.3K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
155+ 0.99% |
$3.01K - $3.03K
|
15.8K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
133+ 1.26% |
$2.58K - $2.6K
|
10.7K
$208K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
125+ 0.29% |
$2.43K - $2.44K
|
42.6K
$831K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
115+ 0.02% |
$2.23K - $2.25K
|
483K
$9.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
100+ 57.8% |
$1.94K - $1.95K
|
273
$5.32K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
94New |
$1.83K - $1.84K
|
94
$1.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
60+ 0.26% |
$1.17K - $1.17K
|
22.7K
$443K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
42+ 1.04% |
$816 - $821
|
4.09K
$79.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37+ 0.07% |
$719 - $723
|
49.7K
$968K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16+ 0.07% |
$311 - $313
|
23.4K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.04% |
$97.1 - $97.7
|
11.9K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.07% |
$311 - $313
|
23.5K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-25- 0.04% |
$486 - $489
|
61.6K
$1.2M
|