Purchases and Sales Made in Q2 2025 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.76K+ 7.57% |
$36.7K - $38.7K
|
24.9K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.6K+ 6.28% |
$33.5K - $35.3K
|
27.1K
$597K
|
|
|
Aug 11, 2025
Q2 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.53K+ 5.54% |
$31.9K - $33.6K
|
29.1K
$640K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.36K+ 3.65% |
$28.5K - $30.1K
|
38.7K
$853K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 6.55% |
$28K - $29.5K
|
21.7K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.08K+ 58.76% |
$22.7K - $23.9K
|
2.93K
$64.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1K+ 2.12% |
$20.9K - $22.1K
|
48.2K
$1.06M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1K+ 235.29% |
$20.9K - $22.1K
|
1.43K
$31.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
871+ 2.64% |
$18.2K - $19.2K
|
33.9K
$747K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
869+ 3.93% |
$18.2K - $19.2K
|
23K
$507K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
716+ 1.26% |
$15K - $15.8K
|
57.7K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
578+ 159.23% |
$12.1K - $12.7K
|
941
$20.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
471New |
$9.86K - $10.4K
|
471
$10.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
333+ 48.12% |
$6.97K - $7.34K
|
1.03K
$22.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
313+ 3.32% |
$6.55K - $6.9K
|
9.75K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
300New |
$6.28K - $6.62K
|
300
$6.61K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
241+ 0.75% |
$5.04K - $5.31K
|
32.5K
$716K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
219+ 0.38% |
$4.58K - $4.83K
|
57.8K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
202+ 1.21% |
$4.23K - $4.45K
|
16.8K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167+ 1.15% |
$3.5K - $3.68K
|
14.7K
$324K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
131+ 1.69% |
$2.74K - $2.89K
|
7.87K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
125+ 0.65% |
$2.62K - $2.76K
|
19.5K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
111+ 0.98% |
$2.32K - $2.45K
|
11.4K
$252K
|
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
98+ 0.57% |
$2.05K - $2.16K
|
17.3K
$382K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
93New |
$1.95K - $2.05K
|
93
$2.05K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91+ 0.15% |
$1.9K - $2.01K
|
61.4K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
21+ 1.76% |
$440 - $463
|
1.22K
$26.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-343- 2.78% |
$7.18K - $7.56K
|
12K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-375- 2.4% |
$7.85K - $8.27K
|
15.3K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-518- 0.53% |
$10.8K - $11.4K
|
97.7K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-640- 2.71% |
$13.4K - $14.1K
|
23K
$506K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-702- 3.25% |
$14.7K - $15.5K
|
20.9K
$461K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-750- 1.42% |
$15.7K - $16.5K
|
52.1K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-938- 1.98% |
$19.6K - $20.7K
|
46.4K
$1.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.26K- 7.43% |
$26.3K - $27.7K
|
15.6K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-1.37K- 5.74% |
$28.7K - $30.3K
|
22.5K
$496K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.51K- 5.29% |
$31.7K - $33.4K
|
27.1K
$597K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-2.29K- 1.14% |
$47.8K - $50.4K
|
199K
$4.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.63K- 18.49% |
$76K - $80.1K
|
16K
$353K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-7.98K- 27.28% |
$167K - $176K
|
21.3K
$469K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.97K- 26.02% |
$188K - $198K
|
25.5K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.63K- 19.98% |
$202K - $212K
|
38.6K
$850K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.75K- 2.78% |
$204K - $215K
|
341K
$7.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-15.3K- 4.26% |
$320K - $337K
|
344K
$7.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.1K- 5.26% |
$357K - $376K
|
307K
$6.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.8K- 42.91% |
$436K - $459K
|
27.7K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.2K- 20.29% |
$507K - $534K
|
95.2K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-50.2K- 10.59% |
$1.05M - $1.11M
|
423K
$9.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-51.6K- 92.3% |
$1.08M - $1.14M
|
4.31K
$95K
|