Purchases and Sales Made in Q1 2025 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
391K+ 42.72% |
$8.22M - $8.45M
|
1.31M
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
295K+ 2583.63% |
$6.21M - $6.38M
|
306K
$6.56M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
171KNew |
$3.6M - $3.7M
|
171K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
160K+ 972.82% |
$3.37M - $3.46M
|
176K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
141KNew |
$2.97M - $3.05M
|
141K
$3.02M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
92.1K+ 20.0% |
$1.94M - $1.99M
|
553K
$11.8M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
87K+ 107.92% |
$1.83M - $1.88M
|
168K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
78.6KNew |
$1.65M - $1.7M
|
78.6K
$1.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
76.1K+ 1594.09% |
$1.6M - $1.65M
|
80.8K
$1.73M
|
|
|
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
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.7K+ 15.65% |
$899K - $925K
|
316K
$6.76M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.2K+ 39.34% |
$846K - $870K
|
142K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
39.5KNew |
$831K - $855K
|
39.5K
$845K
|
|
|
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
$818K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
37.8K+ 88.05% |
$796K - $819K
|
80.8K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
35.6K+ 1793.4% |
$749K - $770K
|
37.6K
$804K
|
|
|
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
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.7KNew |
$562K - $578K
|
26.7K
$571K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
22K+ 7.42% |
$463K - $476K
|
319K
$6.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
21K+ 174.91% |
$443K - $455K
|
33.1K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
20.6KNew |
$433K - $446K
|
20.6K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.6K+ 18.54% |
$413K - $424K
|
125K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.6KNew |
$412K - $423K
|
19.6K
$419K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
14KNew |
$295K - $303K
|
14K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11.5KNew |
$241K - $248K
|
11.5K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10.5KNew |
$221K - $227K
|
10.5K
$225K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
9.63KNew |
$203K - $208K
|
9.63K
$206K
|
|
|
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
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.16K+ 30.5% |
$193K - $198K
|
39.2K
$839K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.6K+ 2.51% |
$181K - $186K
|
351K
$7.52M
|
|
|
May 02, 2025
Q1 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
7.9K+ 3.84% |
$166K - $171K
|
214K
$4.58M
|
|
|
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
$793K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.87K+ 17.53% |
$102K - $105K
|
32.6K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.27K+ 26.8% |
$68.7K - $70.7K
|
15.4K
$331K
|
|
|
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
$51K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.31K+ 9.64% |
$48.6K - $50K
|
26.3K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.01K+ 5.29% |
$42.2K - $43.4K
|
39.9K
$854K
|
|
|
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
$242K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
824+ 10.72% |
$17.3K - $17.8K
|
8.51K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
700+ 5.49% |
$14.7K - $15.1K
|
13.4K
$288K
|