Latest Institutional Transactions on Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr Bullet (BSJS) 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 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-35.8K- 95.38% |
$775K - $791K
|
1.74K
$38.1K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2K+ 0.58% |
$43.2K - $44.1K
|
348K
$7.65M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
99.2K+ 26.51% |
$2.15M - $2.19M
|
474K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.76K- 5.18% |
$38.1K - $38.9K
|
32.3K
$708K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4KNew |
$442K - $451K
|
20.4K
$448K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
105+ 0.94% |
$2.27K - $2.32K
|
11.3K
$248K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 0.73% |
$1.21K - $1.24K
|
7.74K
$170K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11.4KNew |
$246K - $251K
|
11.4K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.36K+ 4.07% |
$159K - $163K
|
188K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.51K+ 12.79% |
$32.6K - $33.2K
|
13.3K
$291K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2KNew |
$47.6K - $48.6K
|
2.2K
$48.3K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.18K+ 19.32% |
$68.8K - $70.2K
|
19.6K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500+ 3.94% |
$10.8K - $11K
|
13.2K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-830- 4.75% |
$18K - $18.3K
|
16.6K
$365K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.57K- 5.2% |
$34K - $34.7K
|
28.6K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 7.78% |
$723K - $738K
|
463K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12+ 3.42% |
$260 - $265
|
363
$7.97K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-6.59K- 27.65% |
$143K - $145K
|
17.2K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
6.5K+ 3.33% |
$141K - $143K
|
201K
$4.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
38.1K+ 201.23% |
$824K - $841K
|
57K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$128K - $131K
|
5.91K
$130K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$108 - $110
|
1.19K
$26.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.02% |
$108 - $110
|
23.2K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
279+ 1.31% |
$6.04K - $6.16K
|
21.6K
$474K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.14K+ 7.11% |
$67.9K - $69.3K
|
47.3K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.71K+ 10.44% |
$80.3K - $82K
|
39.3K
$862K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
425+ 159.18% |
$9.2K - $9.38K
|
692
$15.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 33.91% |
$437K - $446K
|
79.8K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
20.4KNew |
$441K - $450K
|
20.4K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
770+ 1.48% |
$16.7K - $17K
|
52.8K
$1.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
10.6K+ 91.55% |
$229K - $234K
|
22.1K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25.3KNew |
$548K - $559K
|
25.3K
$556K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4K+ 27.62% |
$226K - $230K
|
48.2K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
47.6KNew |
$1.03M - $1.05M
|
47.6K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81K+ 24.39% |
$60.8K - $62K
|
14.3K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 4.86% |
$89K - $90.8K
|
88.7K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.15M- 95.38% |
$25M - $25.5M
|
56K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.03K- 25.04% |
$22.2K - $22.6K
|
3.07K
$67.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13K+ 23.0% |
$282K - $288K
|
69.7K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.29K+ 14.83% |
$71.2K - $72.7K
|
25.5K
$559K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
16.5K+ 29.56% |
$357K - $364K
|
72.3K
$1.59M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-76K- 63.61% |
$1.65M - $1.68M
|
43.5K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.64K- 13.77% |
$101K - $103K
|
29.1K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$35.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.4KNew |
$247K - $252K
|
11.4K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$1.26M - $1.29M
|
58.3K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
17KNew |
$368K - $376K
|
17K
$373K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
23.9KNew |
$518K - $529K
|
23.9K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 23.9% |
$51.6K - $52.8K
|
12.3K
$271K
|
|