Latest Institutional Transactions on Invesco Exc Self Ind Tr (BSCU)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.1KNew |
$730K - $750K
|
45.1K
$755K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
266K+ 17.49% |
$4.32M - $4.43M
|
1.79M
$30M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.2KNew |
$51.8K - $53.2K
|
3.2K
$53.6K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
186KNew |
$3.01M - $3.09M
|
186K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
834+ 6.82% |
$13.5K - $13.9K
|
13.1K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
7.95K+ 32.31% |
$129K - $132K
|
32.5K
$545K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14.8K+ 303.39% |
$239K - $246K
|
19.6K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
311K+ 1722.59% |
$5.04M - $5.18M
|
329K
$5.52M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
35.2K+ 23.18% |
$570K - $585K
|
187K
$3.13M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
22.1K+ 2.83% |
$358K - $368K
|
804K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
31.9K+ 7.75% |
$517K - $531K
|
443K
$7.43M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.33K+ 29.69% |
$21.5K - $22.1K
|
5.81K
$97.3K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-500- 0.88% |
$8.1K - $8.32K
|
56.3K
$944K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.72K- 33.8% |
$92.7K - $95.2K
|
11.2K
$188K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
350+ 4.18% |
$5.67K - $5.82K
|
8.73K
$146K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.52K+ 18.36% |
$24.6K - $25.3K
|
9.8K
$164K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.61KNew |
$58.4K - $60K
|
3.61K
$60.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
8.82K+ 5.4% |
$143K - $147K
|
172K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
216K+ 16.37% |
$3.5M - $3.6M
|
1.54M
$25.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
500+ 2.06% |
$8.1K - $8.32K
|
24.8K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.46KNew |
$23.6K - $24.2K
|
1.46K
$24.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
4.47K+ 7.29% |
$72.4K - $74.4K
|
65.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
613+ 3.03% |
$9.93K - $10.2K
|
20.8K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.5K+ 32.71% |
$364K - $374K
|
91.1K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
17.8K+ 14.26% |
$288K - $295K
|
142K
$2.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
72.2K+ 16.86% |
$1.17M - $1.2M
|
500K
$8.38M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
163+ 1.08% |
$2.64K - $2.71K
|
15.2K
$254K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
23+ 0.09% |
$373 - $383
|
25.1K
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
314K+ 18.5% |
$5.09M - $5.23M
|
2.01M
$33.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.12K+ 117.64% |
$99.2K - $102K
|
11.3K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
990+ 1.12% |
$16K - $16.5K
|
89.5K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-32.3K- 51.42% |
$523K - $537K
|
30.5K
$511K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.4K+ 6.78% |
$508K - $522K
|
494K
$8.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-12.9K- 12.01% |
$209K - $215K
|
94.7K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.68K- 40.07% |
$43.3K - $44.5K
|
4K
$67K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.13K+ 1.42% |
$18.2K - $18.7K
|
80.6K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
6.58K+ 205.59% |
$107K - $109K
|
9.78K
$164K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-83- 0.38% |
$1.34K - $1.38K
|
21.9K
$367K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
14+ 0.11% |
$227 - $233
|
12.2K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104K- 60.22% |
$1.68M - $1.72M
|
68.4K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.2KNew |
$197K - $203K
|
12.2K
$204K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-104K- 22.84% |
$1.7M - $1.77M
|
352K
$5.9M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
107KNew |
$1.75M - $1.82M
|
107K
$1.8M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
156KNew |
$2.55M - $2.65M
|
156K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
674+ 5.55% |
$11K - $11.5K
|
12.8K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
483+ 4.16% |
$7.88K - $8.21K
|
12.1K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48KNew |
$784K - $816K
|
48K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.6KNew |
$613K - $638K
|
37.6K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
612New |
$9.99K - $10.4K
|
612
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
40.9KNew |
$668K - $695K
|
40.9K
$686K
|
|