Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
587KNew |
$11.4M - $11.5M
|
587K
$11.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
410KNew |
$7.97M - $8.02M
|
410K
$8M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
171K+ 33.5% |
$3.32M - $3.34M
|
681K
$13.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
137KNew |
$2.66M - $2.68M
|
137K
$2.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
106KNew |
$2.06M - $2.08M
|
106K
$2.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
85.1K+ 4.97% |
$1.65M - $1.66M
|
1.8M
$35.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
81.4KNew |
$1.58M - $1.59M
|
81.4K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
76.7KNew |
$1.49M - $1.5M
|
76.7K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
52.9KNew |
$1.03M - $1.03M
|
52.9K
$1.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
48.4KNew |
$940K - $946K
|
48.4K
$944K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
47.6KNew |
$924K - $930K
|
47.6K
$928K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
41.9K+ 10.59% |
$815K - $820K
|
438K
$8.55M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
34.2K+ 10.6% |
$666K - $670K
|
357K
$6.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
33.5KNew |
$652K - $656K
|
33.5K
$654K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32.8KNew |
$638K - $642K
|
32.8K
$640K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.3K+ 307.18% |
$627K - $631K
|
42.8K
$834K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
32KNew |
$621K - $625K
|
32K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
29.5K+ 6.84% |
$574K - $577K
|
461K
$8.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
29.2K+ 6.47% |
$567K - $571K
|
480K
$9.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
27.3K+ 24.85% |
$530K - $534K
|
137K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
24.8KNew |
$481K - $484K
|
24.8K
$483K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
21.5K+ 133.84% |
$417K - $420K
|
37.5K
$732K
|
|
|
Jul 29, 2025
Q2 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19K+ 6.74% |
$369K - $372K
|
301K
$5.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
18.6K+ 1.91% |
$362K - $364K
|
994K
$19.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
16.2K+ 2.82% |
$315K - $317K
|
592K
$11.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
15.8K+ 3.96% |
$307K - $309K
|
415K
$8.1M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.4KNew |
$299K - $301K
|
15.4K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13.2K+ 11.38% |
$257K - $259K
|
129K
$2.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
12.7K+ 8.78% |
$247K - $249K
|
158K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
11.4KNew |
$221K - $223K
|
11.4K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
11.2K+ 68.07% |
$218K - $219K
|
27.7K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.2K+ 164.4% |
$218K - $219K
|
18K
$351K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.6K+ 3.86% |
$205K - $207K
|
284K
$5.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
10.3K+ 7.46% |
$199K - $201K
|
148K
$2.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
8.74K+ 53.22% |
$170K - $171K
|
25.2K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.5K+ 33.63% |
$165K - $166K
|
33.8K
$659K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
7.9K+ 2.82% |
$154K - $155K
|
288K
$5.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
7.82K+ 2.09% |
$152K - $153K
|
382K
$7.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.13K+ 4.27% |
$139K - $139K
|
174K
$3.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.73K+ 2.1% |
$131K - $132K
|
327K
$6.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
6.3K+ 4.23% |
$123K - $123K
|
155K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
6.14K+ 56.72% |
$119K - $120K
|
17K
$331K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.69K+ 14.13% |
$111K - $111K
|
46K
$897K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.31KNew |
$83.7K - $84.2K
|
4.31K
$84K
|
|
|
Jul 14, 2025
Q2 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
4.29K+ 4.66% |
$83.4K - $84K
|
96.3K
$1.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4.16K+ 0.82% |
$80.9K - $81.4K
|
513K
$10M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
3.33K+ 9.06% |
$64.7K - $65.1K
|
40.1K
$782K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.28K+ 0.21% |
$63.8K - $64.2K
|
1.56M
$30.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.6K+ 1.37% |
$50.5K - $50.8K
|
193K
$3.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
2.34K+ 2.2% |
$45.5K - $45.8K
|
109K
$2.13M
|