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 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
903+ 2.71% |
$18.3K - $19.4K
|
34.3K
$741K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
698New |
$14.2K - $15K
|
698
$15.1K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
390+ 0.66% |
$7.91K - $8.39K
|
59.6K
$1.29M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.99% |
$5.28K - $5.6K
|
26.6K
$575K
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
258+ 1.63% |
$5.23K - $5.55K
|
16.1K
$348K
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
153+ 1.8% |
$3.1K - $3.29K
|
8.67K
$187K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 2.28% |
$3K - $3.18K
|
6.64K
$144K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
81+ 22.01% |
$1.64K - $1.74K
|
449
$9.71K
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
78+ 0.68% |
$1.58K - $1.68K
|
11.5K
$250K
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
29+ 0.09% |
$588 - $624
|
31.4K
$680K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25New |
$507 - $538
|
25
$541
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.5KNew |
$1.59M - $1.63M
|
75.5K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$831K - $855K
|
39.5K
$854K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$227K
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
6.01KNew |
$127K - $130K
|
6.01K
$130K
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.99K+ 4.43% |
$62.8K - $64.6K
|
70.5K
$1.52M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.38KNew |
$50.1K - $51.5K
|
2.38K
$51.5K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.58K+ 21.18% |
$33.3K - $34.2K
|
9.05K
$196K
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
700+ 5.49% |
$14.7K - $15.1K
|
13.4K
$291K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
430New |
$9.05K - $9.31K
|
430
$9.3K
|
|
Q4 2024 | |||||||
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
118KNew |
$2.53M - $2.58M
|
118K
$2.56M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42.2KNew |
$901K - $921K
|
42.2K
$913K
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
13KNew |
$277K - $284K
|
13K
$281K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$218K - $223K
|
10.2K
$221K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.5KNew |
$160K - $164K
|
7.5K
$162K
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.86KNew |
$39.6K - $40.5K
|
1.86K
$40.2K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68KNew |
$35.9K - $36.7K
|
1.68K
$36.4K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.18KNew |
$193K - $202K
|
9.18K
$198K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.97K+ 26.42% |
$104K - $110K
|
23.8K
$514K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.49K+ 12.29% |
$73.2K - $76.8K
|
31.8K
$689K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
457+ 692.42% |
$9.6K - $10.1K
|
523
$11.3K
|
|
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
$42.4K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$1.94K - $2.13K
|
100
$2.16K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
22KNew |
$439K - $454K
|
22K
$476K
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
23.1KNew |
$458K - $488K
|
23.1K
$500K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
136New |
$2.7K - $2.87K
|
136
$2.94K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.35KNew |
$25.9K - $29.4K
|
1.35K
$29.2K
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.74KNew |
$38.6K - $42.8K
|
1.74K
$37.6K
|