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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
582+ 4.13% |
$12.2K - $12.6K
|
14.7K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
459+ 1.39% |
$9.66K - $9.93K
|
33.4K
$715K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
430New |
$9.05K - $9.31K
|
430
$9.21K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
359+ 1.64% |
$7.55K - $7.77K
|
22.2K
$477K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
325+ 1.05% |
$6.84K - $7.03K
|
31.4K
$673K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
280+ 7.98% |
$5.89K - $6.06K
|
3.79K
$81.2K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
280+ 1.28% |
$5.89K - $6.06K
|
22.1K
$474K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
12+ 3.37% |
$252 - $260
|
368
$7.89K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-140- 3.69% |
$2.95K - $3.03K
|
3.65K
$78.2K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-148- 2.23% |
$3.11K - $3.2K
|
6.49K
$139K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-235- 0.25% |
$4.94K - $5.09K
|
95.2K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-344- 2.13% |
$7.24K - $7.44K
|
15.8K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.76K- 5.88% |
$36.9K - $38K
|
28.1K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-5.33K- 31.01% |
$112K - $115K
|
11.9K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 6.55% |
$548K - $563K
|
371K
$7.95M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-35.8K- 95.26% |
$753K - $774K
|
1.78K
$38.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-70.5K- 46.68% |
$1.48M - $1.53M
|
80.6K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-77K- 95.26% |
$1.62M - $1.67M
|
3.84K
$82.2K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-128K- 91.69% |
$2.69M - $2.77M
|
11.6K
$249K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-152K- 88.72% |
$3.19M - $3.28M
|
19.3K
$413K
|