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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
869+ 3.93% |
$18.2K - $19.2K
|
23K
$510K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.63K- 19.98% |
$202K - $212K
|
38.6K
$855K
|
|
|
Jul 08, 2025
Q2 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.28K+ 3.15% |
$47.6K - $50.2K
|
74.6K
$1.65M
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-384- 1.1% |
$8.31K - $8.48K
|
34.5K
$764K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.33KNew |
$28.7K - $29.3K
|
1.33K
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 7.43% |
$24.2K - $24.7K
|
13.9K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-7.01K- 12.04% |
$152K - $155K
|
51.2K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.6KNew |
$857K - $874K
|
39.6K
$878K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.07K- 2.17% |
$23.1K - $23.5K
|
48.1K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.6K+ 95.07% |
$251K - $256K
|
23.8K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-35.8K- 95.38% |
$775K - $791K
|
1.74K
$38.5K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11.4KNew |
$246K - $251K
|
11.4K
$252K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2KNew |
$47.6K - $48.6K
|
2.2K
$48.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$128K - $131K
|
5.91K
$131K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25.3KNew |
$548K - $559K
|
25.3K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 4.86% |
$89K - $90.8K
|
88.7K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.03K- 25.04% |
$22.2K - $22.6K
|
3.07K
$68K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$36.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-4.64K- 13.77% |
$101K - $103K
|
29.1K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$525K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
17KNew |
$368K - $376K
|
17K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$1.26M - $1.29M
|
58.3K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$59.3K - $60.6K
|
2.73K
$60.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.3KNew |
$49.9K - $51K
|
2.3K
$51K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$15.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.54K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
82.4KNew |
$1.79M - $1.83M
|
82.4K
$1.83M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77KNew |
$59.5K - $61.5K
|
2.77K
$61.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.98K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 8.04% |
$229K - $237K
|
143K
$3.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 10.9% |
$130K - $135K
|
61.7K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 1.77% |
$774 - $800
|
2.07K
$45.9K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 28.52% |
$10.8K - $11K
|
2.3K
$50.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-51- 5.99% |
$1.08K - $1.1K
|
800
$17.7K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12KNew |
$256K - $260K
|
12K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-56.7K- 72.41% |
$1.21M - $1.23M
|
21.6K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 36.7% |
$432K - $438K
|
75.1K
$1.66M
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 89.69% |
$4.28K - $4.34K
|
23
$510
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$578 - $586
|
27
$599
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
10KNew |
$214K - $217K
|
10K
$222K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.74K+ 12.88% |
$55.3K - $59.7K
|
24K
$532K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$605 - $654
|
30
$665
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.8KNew |
$161K - $165K
|
7.8K
$173K
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.3KNew |
$440K - $452K
|
21.3K
$473K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-563- 25.59% |
$11.6K - $11.9K
|
1.64K
$36.3K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.5KNew |
$460K - $488K
|
22.5K
$498K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
62.9KNew |
$1.29M - $1.37M
|
62.9K
$1.39M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$574 - $609
|
28
$621
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.2K+ 44.28% |
$271K - $287K
|
43.1K
$955K
|
|