Purchases and Sales Made in Q1 2025 in Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR) 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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42.3K+ 1.1% |
$823K - $831K
|
3.9M
$76.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36.5K+ 27.74% |
$710K - $717K
|
168K
$3.3M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
35.7K+ 57.44% |
$693K - $700K
|
97.8K
$1.92M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.1K+ 25.78% |
$682K - $689K
|
171K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
33.1K+ 2.97% |
$643K - $650K
|
1.15M
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
31.5K+ 4.37% |
$612K - $618K
|
753K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
30K+ 7.73% |
$582K - $588K
|
418K
$8.19M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.6K+ 17.26% |
$575K - $580K
|
201K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
28.6K+ 4.04% |
$555K - $561K
|
735K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.4K+ 11.08% |
$552K - $557K
|
285K
$5.58M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
26.7K+ 8.94% |
$519K - $524K
|
325K
$6.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
26.3K+ 7.34% |
$510K - $515K
|
384K
$7.52M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25.9K+ 12.2% |
$503K - $508K
|
238K
$4.67M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
25.5KNew |
$495K - $500K
|
25.5K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
25.1K+ 10.86% |
$488K - $493K
|
256K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
24.8K+ 10.96% |
$482K - $487K
|
251K
$4.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
24.7K+ 59.48% |
$481K - $485K
|
66.3K
$1.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
24.3KNew |
$472K - $476K
|
24.3K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
24.1K+ 110.09% |
$469K - $473K
|
46K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24.1K+ 22.67% |
$468K - $473K
|
130K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
23.7KNew |
$461K - $466K
|
23.7K
$465K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
23.4K+ 118.65% |
$455K - $459K
|
43.1K
$845K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
23KNew |
$446K - $451K
|
23K
$450K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
21.4K+ 4.57% |
$416K - $420K
|
490K
$9.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
21.2K+ 19.23% |
$411K - $415K
|
131K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.2K+ 10.56% |
$393K - $397K
|
212K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$393K - $397K
|
20.2K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
19.4K+ 7.39% |
$377K - $380K
|
282K
$5.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
19.2K+ 114.1% |
$372K - $376K
|
35.9K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.7K+ 19.16% |
$364K - $367K
|
116K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
18.7K+ 9.38% |
$363K - $367K
|
218K
$4.27M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
18.7K+ 64.28% |
$363K - $366K
|
47.7K
$935K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
18.4K+ 9.35% |
$358K - $361K
|
215K
$4.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
17.7K+ 5.68% |
$344K - $347K
|
329K
$6.45M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
17.5K+ 6.83% |
$341K - $344K
|
274K
$5.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
17.4K+ 15.53% |
$337K - $341K
|
129K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17.1K+ 4.51% |
$333K - $336K
|
397K
$7.78M
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
16.4KNew |
$319K - $322K
|
16.4K
$322K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
16K+ 3.46% |
$311K - $314K
|
478K
$9.37M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
16KNew |
$311K - $314K
|
16K
$313K
|
|
|
Apr 23, 2025
Q1 2025
|
Kirr Marbach & CO LLC
|
BUY
|
- |
15.7K+ 2.46% |
$306K - $309K
|
656K
$12.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
15.4KNew |
$299K - $302K
|
15.4K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
15.1K+ 3.25% |
$294K - $297K
|
481K
$9.43M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.1K+ 349.41% |
$293K - $296K
|
19.4K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
14.5K+ 4.16% |
$283K - $285K
|
364K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
14.3K+ 5.94% |
$278K - $281K
|
255K
$5M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
14.3KNew |
$278K - $281K
|
14.3K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
14.3KNew |
$278K - $281K
|
14.3K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.3KNew |
$278K - $280K
|
14.3K
$280K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
14KNew |
$272K - $274K
|
14K
$274K
|