Purchases and Sales Made in Q2 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
489K+ 14.39% |
$7.97M - $8.2M
|
3.88M
$65.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
14.7KNew |
$239K - $246K
|
14.7K
$246K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
13.4K+ 67.61% |
$218K - $224K
|
33.2K
$555K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.8K+ 7.71% |
$192K - $197K
|
164K
$2.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 1586.71% |
$181K - $186K
|
11.8K
$198K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
8.72K+ 13.8% |
$142K - $146K
|
71.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.4K+ 24.74% |
$104K - $107K
|
32.3K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
2.62K+ 3.38% |
$42.8K - $44K
|
80.1K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.04K+ 0.48% |
$16.9K - $17.4K
|
217K
$3.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-763- 3.06% |
$12.4K - $12.8K
|
24.2K
$405K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-1.04K- 9.38% |
$17K - $17.5K
|
10K
$168K
|
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-1.16K- 2.36% |
$18.9K - $19.4K
|
47.9K
$802K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.34K- 9.7% |
$21.8K - $22.4K
|
12.4K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-1.47K- 3.92% |
$24K - $24.7K
|
36.1K
$604K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.68K- 3.53% |
$27.4K - $28.2K
|
45.9K
$769K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.63K- 1.19% |
$59.2K - $60.9K
|
301K
$5.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.91K- 5.21% |
$63.8K - $65.7K
|
71.2K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32.3K- 50.85% |
$527K - $543K
|
31.3K
$523K
|