Latest Institutional Purchases of Invesco Exc Self Ind Tr Bullet (BSJS)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr Bullet (BSJS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.44K+ 7.81% |
$96.1K - $98K
|
61.3K
$1.35M
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
4.11K+ 4.86% |
$89K - $90.8K
|
88.7K
$1.95M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.18K+ 19.32% |
$68.8K - $70.2K
|
19.6K
$432K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.14K+ 7.11% |
$67.9K - $69.3K
|
47.3K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.9K+ 24.87% |
$62.6K - $63.9K
|
14.5K
$320K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
2.81K+ 24.39% |
$60.8K - $62K
|
14.3K
$315K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.29K+ 5.08% |
$49.4K - $50.5K
|
47.2K
$1.04M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2KNew |
$47.6K - $48.6K
|
2.2K
$48.4K
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
2K+ 0.58% |
$43.2K - $44.1K
|
348K
$7.67M
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.51K+ 12.79% |
$32.6K - $33.2K
|
13.3K
$292K
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.33KNew |
$28.7K - $29.3K
|
1.33K
$29.2K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
770+ 1.48% |
$16.7K - $17K
|
52.8K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
725+ 2.24% |
$15.7K - $16K
|
33K
$727K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
520+ 1.38% |
$11.3K - $11.5K
|
38.1K
$839K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
505+ 3.08% |
$10.9K - $11.2K
|
16.9K
$372K
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500+ 3.94% |
$10.8K - $11K
|
13.2K
$290K
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
279+ 1.31% |
$6.04K - $6.16K
|
21.6K
$476K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
105+ 0.94% |
$2.27K - $2.32K
|
11.3K
$249K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
56+ 0.73% |
$1.21K - $1.24K
|
7.74K
$170K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
37+ 0.16% |
$801 - $817
|
23.6K
$520K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12+ 3.42% |
$260 - $265
|
363
$7.99K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.42% |
$108 - $110
|
1.19K
$26.3K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.02% |
$108 - $110
|
23.2K
$510K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
82.4KNew |
$1.79M - $1.83M
|
82.4K
$1.81M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$1.26M - $1.29M
|
58.3K
$1.28M
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
26.7KNew |
$580K - $593K
|
26.7K
$589K
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
23.9KNew |
$518K - $529K
|
23.9K
$526K
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
17KNew |
$368K - $376K
|
17K
$374K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.4KNew |
$247K - $252K
|
11.4K
$251K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$59.3K - $60.6K
|
2.73K
$60.2K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 23.9% |
$51.6K - $52.8K
|
12.3K
$272K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.3KNew |
$49.9K - $51K
|
2.3K
$50.6K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.84KNew |
$40K - $40.8K
|
1.84K
$40.6K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$15.1K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$521K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.51K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$35.9K
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.5KNew |
$247K - $256K
|
11.5K
$253K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 8.04% |
$229K - $237K
|
143K
$3.15M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.06KNew |
$195K - $201K
|
9.06K
$200K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 10.9% |
$130K - $135K
|
61.7K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77KNew |
$59.5K - $61.5K
|
2.77K
$61K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.91K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.91K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 1.77% |
$774 - $800
|
2.07K
$45.6K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$566K - $577K
|
26.6K
$586K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 28.52% |
$10.8K - $11K
|
2.3K
$50.6K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 36.7% |
$432K - $438K
|
75.1K
$1.65M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12KNew |
$256K - $260K
|
12K
$263K
|