Latest Institutional Purchases of Invesco Self Indexed Fd Tr Bul (BSJT)
This list provides information on the latest institutional transactions involving Invesco Self Indexed Fd Tr Bul (BSJT) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
114KNew |
$2.31M - $2.44M
|
114K
$2.44M
|
|
|
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
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
391K+ 42.72% |
$8.22M - $8.45M
|
1.31M
$28M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
295K+ 2583.63% |
$6.21M - $6.38M
|
306K
$6.58M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
141KNew |
$2.97M - $3.05M
|
141K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
92.1K+ 20.0% |
$1.94M - $1.99M
|
553K
$11.9M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
87K+ 107.92% |
$1.83M - $1.88M
|
168K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
78.6KNew |
$1.65M - $1.7M
|
78.6K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.5KNew |
$1.59M - $1.63M
|
75.5K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.2K+ 2821.72% |
$1.2M - $1.24M
|
59.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57.1K+ 29305.13% |
$1.2M - $1.24M
|
57.3K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
44.7K+ 33.66% |
$941K - $968K
|
178K
$3.82M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.7K+ 15.65% |
$899K - $925K
|
316K
$6.78M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.2K+ 39.34% |
$846K - $870K
|
142K
$3.06M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$831K - $855K
|
39.5K
$848K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
38.7K+ 236.3% |
$814K - $837K
|
55.1K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
38.2KNew |
$804K - $827K
|
38.2K
$821K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 88.05% |
$796K - $819K
|
80.8K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
32.2K+ 161.74% |
$678K - $697K
|
52.1K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
30.3K+ 4.58% |
$637K - $655K
|
691K
$14.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.9K+ 74.43% |
$566K - $583K
|
63.1K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.7KNew |
$562K - $578K
|
26.7K
$573K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22K+ 7.42% |
$463K - $476K
|
319K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21K+ 174.91% |
$443K - $455K
|
33.1K
$710K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
20.6KNew |
$433K - $446K
|
20.6K
$442K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.6K+ 18.54% |
$413K - $424K
|
125K
$2.69M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6KNew |
$412K - $423K
|
19.6K
$420K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14KNew |
$295K - $303K
|
14K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11.5KNew |
$241K - $248K
|
11.5K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9.63KNew |
$203K - $208K
|
9.63K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.53K+ 23.88% |
$201K - $206K
|
49.4K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.38K+ 14.35% |
$197K - $203K
|
74.8K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.16K+ 30.5% |
$193K - $198K
|
39.2K
$842K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.6K+ 2.51% |
$181K - $186K
|
351K
$7.54M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.9K+ 3.84% |
$166K - $171K
|
214K
$4.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$127K - $130K
|
6.01K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.12K+ 16.02% |
$108K - $111K
|
37K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.87K+ 17.53% |
$102K - $105K
|
32.6K
$701K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.27K+ 26.8% |
$68.7K - $70.7K
|
15.4K
$332K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 4.43% |
$62.8K - $64.6K
|
70.5K
$1.51M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.38KNew |
$50.1K - $51.5K
|
2.38K
$51.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.01K+ 5.29% |
$42.2K - $43.4K
|
39.9K
$857K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 21.18% |
$33.3K - $34.2K
|
9.05K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.31K+ 13.07% |
$27.5K - $28.2K
|
11.3K
$243K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
824+ 10.72% |
$17.3K - $17.8K
|
8.51K
$183K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
700+ 5.49% |
$14.7K - $15.1K
|
13.4K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
582+ 4.13% |
$12.2K - $12.6K
|
14.7K
$315K
|
|