Latest Institutional Transactions on Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information on the latest institutional transactions involving Invesco Self Indexed Fd Tr Bul (BSJT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.4K+ 9.77% |
$332K - $352K
|
184K
$3.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.74K+ 2.36% |
$177K - $188K
|
380K
$8.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.55K+ 37.79% |
$113K - $119K
|
20.2K
$435K
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
19KNew |
$386K - $409K
|
19K
$408K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$299K - $317K
|
14.7K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
13.4K+ 65.27% |
$273K - $289K
|
34K
$731K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-933- 3.32% |
$18.9K - $20.1K
|
27.2K
$584K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.73K- 24.11% |
$75.6K - $80.2K
|
11.7K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
81+ 22.01% |
$1.64K - $1.74K
|
449
$9.64K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.14K+ 18.82% |
$125K - $132K
|
38.8K
$832K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-12K- 21.84% |
$244K - $259K
|
43K
$924K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.5K+ 4.54% |
$30.5K - $32.3K
|
34.6K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
62.4KNew |
$1.27M - $1.34M
|
62.4K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-710- 3.21% |
$14.4K - $15.3K
|
21.4K
$460K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
903+ 2.71% |
$18.3K - $19.4K
|
34.3K
$736K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-35- 0.09% |
$710 - $753
|
39.9K
$857K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.35K+ 14.04% |
$27.4K - $29.1K
|
11K
$236K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-16K- 2.31% |
$324K - $343K
|
675K
$14.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.82K- 73.4% |
$57.1K - $60.6K
|
1.02K
$21.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.85KNew |
$200K - $212K
|
9.85K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.91KNew |
$181K - $192K
|
8.91K
$191K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.99% |
$5.28K - $5.6K
|
26.6K
$571K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
114KNew |
$2.31M - $2.44M
|
114K
$2.44M
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 3.69% |
$2.95K - $3.03K
|
3.65K
$78.4K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
430New |
$9.05K - $9.31K
|
430
$9.24K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$831K - $855K
|
39.5K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 21.18% |
$33.3K - $34.2K
|
9.05K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$226K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.5KNew |
$1.59M - $1.63M
|
75.5K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-35.8K- 95.26% |
$753K - $774K
|
1.78K
$38.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.38KNew |
$50.1K - $51.5K
|
2.38K
$51.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$127K - $130K
|
6.01K
$129K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
700+ 5.49% |
$14.7K - $15.1K
|
13.4K
$289K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68KNew |
$35.9K - $36.7K
|
1.68K
$36.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.5KNew |
$160K - $164K
|
7.5K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42.2KNew |
$901K - $921K
|
42.2K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
13KNew |
$277K - $284K
|
13K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
$2.53M - $2.58M
|
118K
$2.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$220K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$39.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$684K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
520+ 36.11% |
$10.8K - $11.1K
|
1.96K
$42.1K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.94K - $2.13K
|
100
$2.15K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.26K- 12.92% |
$84.3K - $87.8K
|
28.7K
$617K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22KNew |
$439K - $454K
|
22K
$473K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.1KNew |
$458K - $488K
|
23.1K
$497K
|
|