Purchases and Sales Made in Q1 2025 in Invesco Exg Tr Slf Indx Fd Tr (BSCW)
This table provides information about the institutional ownership of Invesco Exg Tr Slf Indx Fd Tr (BSCW) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXG-TR SLF-INDX FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
202K+ 1103.06% |
N/A
|
221K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
127KNew |
N/A
|
127K
$0
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
58.4K+ 49.53% |
N/A
|
176K
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
42K+ 42.39% |
N/A
|
141K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
41.8K+ 84.21% |
N/A
|
91.5K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 14.08% |
N/A
|
297K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
35.6K+ 51.39% |
N/A
|
105K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
34K+ 18.34% |
N/A
|
219K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
20.2KNew |
N/A
|
20.2K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
17.1K+ 8.24% |
N/A
|
225K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15.1K+ 27.52% |
N/A
|
70.1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
12K+ 14.89% |
N/A
|
93K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.93KNew |
N/A
|
9.93K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.65K+ 29.92% |
N/A
|
41.9K
$0
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7.62K+ 1317.65% |
N/A
|
8.19K
$0
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
6.5K+ 36.14% |
N/A
|
24.5K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5.16K+ 10.0% |
N/A
|
56.8K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.98K+ 6.42% |
N/A
|
66K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.44KNew |
N/A
|
3.44K
$0
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.17K+ 3.61% |
N/A
|
91K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.99K+ 71.32% |
N/A
|
7.17K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
2.92KNew |
N/A
|
2.92K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
2.5K+ 192.31% |
N/A
|
3.8K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
2.29K+ 0.39% |
N/A
|
590K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
768+ 1.22% |
N/A
|
64K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
501+ 4.36% |
N/A
|
12K
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
150+ 0.88% |
N/A
|
17.2K
$0
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
61+ 1.35% |
N/A
|
4.57K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
19+ 0.16% |
N/A
|
12.3K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-16- 0.03% |
N/A
|
52.7K
$0
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-927- 0.61% |
N/A
|
152K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.63K- 8.47% |
N/A
|
82.5K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-9.6K- 1.52% |
N/A
|
624K
$0
|