Purchases and Sales Made in Q1 2025 in Invesco ETF Self Indexed Fd Tr (BSCV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSCV) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
15.3K+ 5.76% |
$243K - $251K
|
281K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
15.2K+ 4.12% |
$241K - $249K
|
384K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.2K+ 1.8% |
$226K - $233K
|
805K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.9KNew |
$205K - $211K
|
12.9K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.4K+ 14.08% |
$197K - $204K
|
101K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
11.7KNew |
$185K - $191K
|
11.7K
$193K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
10.9K+ 9.04% |
$173K - $178K
|
131K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.6K+ 27.7% |
$168K - $174K
|
48.9K
$807K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.1KNew |
$160K - $165K
|
10.1K
$166K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
9.14K+ 60.55% |
$145K - $150K
|
24.2K
$400K
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.93K+ 14.05% |
$142K - $146K
|
72.5K
$1.2M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8.73K+ 35.0% |
$139K - $143K
|
33.7K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.22K+ 16.44% |
$130K - $135K
|
58.2K
$961K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
8.17K+ 1122.39% |
$130K - $134K
|
8.9K
$147K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
8.08K+ 35.73% |
$128K - $132K
|
30.7K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.06K+ 107.08% |
$128K - $132K
|
15.6K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
7.7K+ 8.45% |
$122K - $126K
|
98.9K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.55K+ 7.95% |
$120K - $124K
|
102K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.21K+ 45.63% |
$114K - $118K
|
23K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.12K+ 7.99% |
$113K - $117K
|
96.3K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.1K+ 12.08% |
$113K - $116K
|
65.8K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.09K+ 21.62% |
$113K - $116K
|
39.9K
$658K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.35K+ 14.58% |
$101K - $104K
|
49.9K
$824K
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
6.13K+ 5.9% |
$97.2K - $100K
|
110K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.89K+ 34.39% |
$93.5K - $96.5K
|
23K
$380K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.92K+ 8.11% |
$78K - $80.5K
|
65.5K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
4.74K+ 6.79% |
$75.1K - $77.6K
|
74.4K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
4.45K+ 3.2% |
$70.6K - $72.8K
|
144K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.19K+ 22.01% |
$66.5K - $68.7K
|
23.2K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.06K+ 31.31% |
$64.5K - $66.5K
|
17K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.02K+ 29.93% |
$63.8K - $65.9K
|
17.5K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
3.73K+ 42.03% |
$59.3K - $61.2K
|
12.6K
$208K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.68KNew |
$58.3K - $60.2K
|
3.68K
$60.7K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.25KNew |
$51.6K - $53.3K
|
3.25K
$53.7K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.85K+ 5.35% |
$29.3K - $30.2K
|
36.3K
$600K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.84K+ 2.49% |
$29.1K - $30.1K
|
75.4K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.76K+ 13.32% |
$27.9K - $28.8K
|
14.9K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.71K+ 5.35% |
$27.2K - $28K
|
33.7K
$557K
|
|
|
May 12, 2025
Q1 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.46K+ 1.0% |
$23.2K - $23.9K
|
147K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 6.13% |
$18.9K - $19.5K
|
20.6K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
978+ 1.16% |
$15.5K - $16K
|
85.1K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
861+ 5.18% |
$13.7K - $14.1K
|
17.5K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
750+ 3.31% |
$11.9K - $12.3K
|
23.4K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
700New |
$11.1K - $11.5K
|
700
$11.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
500+ 2.85% |
$7.94K - $8.19K
|
18K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
350+ 29.56% |
$5.55K - $5.73K
|
1.53K
$25.3K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
232+ 11.37% |
$3.68K - $3.8K
|
2.27K
$37.5K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
153+ 0.77% |
$2.43K - $2.51K
|
20.1K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
150+ 1.17% |
$2.38K - $2.46K
|
13K
$215K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
50+ 0.13% |
$794 - $819
|
37.2K
$614K
|