Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
94.1K+ 98.56% |
$2.06M - $2.09M
|
190K
$4.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
58.1KNew |
$1.27M - $1.29M
|
58.1K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
21.6K+ 22.08% |
$472K - $479K
|
119K
$2.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
19.4K+ 9.75% |
$425K - $431K
|
219K
$4.82M
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
18.3K+ 20.62% |
$400K - $406K
|
107K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
14.8K+ 20.42% |
$324K - $328K
|
87.3K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$254K - $257K
|
11.6K
$256K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
9.2KNew |
$201K - $204K
|
9.2K
$203K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.62K+ 24.27% |
$145K - $147K
|
33.9K
$748K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
6.59K+ 10.11% |
$144K - $146K
|
71.8K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.36K+ 29.48% |
$139K - $141K
|
27.9K
$616K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.77K+ 68.49% |
$126K - $128K
|
14.2K
$313K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
5.55K+ 60.87% |
$121K - $123K
|
14.7K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
4.92K+ 2.34% |
$108K - $109K
|
216K
$4.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.45K+ 45.64% |
$97.4K - $98.8K
|
14.2K
$313K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.01K+ 14.81% |
$87.8K - $89.1K
|
31.1K
$686K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 4.99% |
$57.9K - $58.7K
|
55.6K
$1.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.64K+ 4.57% |
$57.8K - $58.6K
|
60.4K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
2.57K+ 3.44% |
$56.2K - $57K
|
77.1K
$1.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.86KNew |
$40.7K - $41.3K
|
1.86K
$41K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
1.68K+ 16.75% |
$36.8K - $37.3K
|
11.7K
$258K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.6K+ 11.15% |
$35K - $35.5K
|
16K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4KNew |
$30.6K - $31.1K
|
1.4K
$30.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 15.12% |
$30.5K - $31K
|
10.6K
$234K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.35K+ 2.59% |
$29.6K - $30K
|
53.4K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 3.24% |
$27.4K - $27.8K
|
39.8K
$878K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
868+ 5.49% |
$19K - $19.3K
|
16.7K
$367K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
149+ 0.65% |
$3.26K - $3.31K
|
23.2K
$511K
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
113+ 1.63% |
$2.47K - $2.51K
|
7.05K
$155K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
100+ 0.93% |
$2.19K - $2.22K
|
10.9K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
96+ 0.55% |
$2.1K - $2.13K
|
17.4K
$384K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.1% |
$21.9 - $22.2
|
1.03K
$22.6K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-25- 0.12% |
$547 - $555
|
20.9K
$460K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-94- 7.74% |
$2.06K - $2.09K
|
1.12K
$24.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-256- 0.44% |
$5.6K - $5.68K
|
57.5K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-1.39K- 7.96% |
$30.3K - $30.8K
|
16K
$353K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-3.08K- 71.45% |
$67.4K - $68.4K
|
1.23K
$27.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.92K- 8.45% |
$85.7K - $87K
|
42.5K
$936K
|