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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.27K+ 5.36% |
$24.6K - $24.9K
|
24.9K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.2K+ 0.95% |
$23.3K - $23.5K
|
128K
$2.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
BUY
|
- |
1.17K+ 8.41% |
$22.6K - $22.9K
|
15K
$294K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
1.16K+ 0.7% |
$22.6K - $22.8K
|
167K
$3.26M
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
840+ 1.03% |
$16.3K - $16.5K
|
82K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
694+ 1.77% |
$13.5K - $13.6K
|
39.9K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
691+ 2.25% |
$13.4K - $13.6K
|
31.4K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
678+ 1.72% |
$13.2K - $13.3K
|
40.1K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
624New |
$12.1K - $12.2K
|
624
$12.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
600+ 6.14% |
$11.7K - $11.8K
|
10.4K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
592+ 2.52% |
$11.5K - $11.6K
|
24.1K
$472K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
591+ 0.96% |
$11.5K - $11.6K
|
62.1K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
576+ 1.04% |
$11.2K - $11.3K
|
56K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
552+ 1.71% |
$10.7K - $10.8K
|
32.8K
$643K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
500New |
$9.72K - $9.81K
|
500
$9.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Strid Group, LLC
|
BUY
|
- |
398+ 1.04% |
$7.73K - $7.81K
|
38.8K
$761K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
384+ 0.7% |
$7.46K - $7.53K
|
55.4K
$1.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
328+ 0.79% |
$6.37K - $6.44K
|
42K
$824K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
318+ 0.33% |
$6.18K - $6.24K
|
96.5K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
300+ 0.99% |
$5.83K - $5.89K
|
30.7K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
270+ 1.6% |
$5.25K - $5.3K
|
17.2K
$337K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
225+ 0.47% |
$4.37K - $4.41K
|
48.1K
$943K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
200+ 1.04% |
$3.89K - $3.92K
|
19.5K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
183+ 1.75% |
$3.56K - $3.59K
|
10.6K
$209K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
166+ 0.56% |
$3.23K - $3.26K
|
30.1K
$589K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
163+ 0.3% |
$3.17K - $3.2K
|
55K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
160+ 1.13% |
$3.11K - $3.14K
|
14.3K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
159+ 0.33% |
$3.09K - $3.12K
|
48.7K
$955K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
101+ 0.19% |
$1.96K - $1.98K
|
54.6K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97New |
$1.88K - $1.9K
|
97
$1.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 0.27% |
$1.57K - $1.59K
|
30.6K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
59+ 0.23% |
$1.15K - $1.16K
|
26.2K
$513K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
42+ 1.04% |
$816 - $824
|
4.09K
$80.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
18+ 0.27% |
$350 - $353
|
6.74K
$132K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2+ 0.02% |
$38.9 - $39.2
|
12.5K
$245K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-19- 0.03% |
$369 - $373
|
57.5K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33Closed |
$641 - $647
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 0.24% |
$1.05K - $1.06K
|
22.9K
$449K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-62- 5.37% |
$1.2K - $1.22K
|
1.09K
$21.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-135- 8.29% |
$2.62K - $2.65K
|
1.49K
$29.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-216- 0.13% |
$4.2K - $4.24K
|
163K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-427- 1.49% |
$8.3K - $8.38K
|
28.1K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-459- 1.02% |
$8.92K - $9.01K
|
44.6K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-600- 0.25% |
$11.7K - $11.8K
|
244K
$4.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-605- 4.84% |
$11.8K - $11.9K
|
11.9K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-738- 1.08% |
$14.3K - $14.5K
|
67.8K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-750- 0.84% |
$14.6K - $14.7K
|
89K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-790- 6.65% |
$15.3K - $15.5K
|
11.1K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-833- 7.49% |
$16.2K - $16.3K
|
10.3K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-886- 1.79% |
$17.2K - $17.4K
|
48.7K
$955K
|