Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
569K+ 43.61% |
$11.5M - $12.2M
|
1.87M
$40.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
214K+ 151.9% |
$4.35M - $4.61M
|
356K
$7.64M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
114KNew |
$2.31M - $2.44M
|
114K
$2.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
80.8KNew |
$1.64M - $1.74M
|
80.8K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
62.4KNew |
$1.27M - $1.34M
|
62.4K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
51.5K+ 267.03% |
$1.05M - $1.11M
|
70.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
23.5K+ 33.42% |
$478K - $507K
|
94K
$2.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.6K+ 34.26% |
$439K - $465K
|
84.7K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
19.1K+ 5.99% |
$387K - $411K
|
338K
$7.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
19KNew |
$386K - $409K
|
19K
$408K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.4K+ 9.77% |
$332K - $352K
|
184K
$3.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
15.5KNew |
$314K - $333K
|
15.5K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 25.85% |
$301K - $319K
|
72.2K
$1.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$299K - $317K
|
14.7K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
14.1KNew |
$287K - $304K
|
14.1K
$304K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
13.4K+ 65.27% |
$273K - $289K
|
34K
$731K
|
|
|
Aug 06, 2025
Q2 2025
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
12.3KNew |
$249K - $264K
|
12.3K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.8KNew |
$239K - $254K
|
11.8K
$253K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
9.85KNew |
$200K - $212K
|
9.85K
$212K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.5K+ 3.1% |
$193K - $204K
|
316K
$6.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.91KNew |
$181K - $192K
|
8.91K
$191K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.74K+ 2.36% |
$177K - $188K
|
380K
$8.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
8.71K+ 11.08% |
$177K - $187K
|
87.3K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Gpm Growth Investors, Inc.
|
BUY
|
- |
6.44K+ 3.01% |
$131K - $139K
|
220K
$4.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.14K+ 18.82% |
$125K - $132K
|
38.8K
$832K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
5.55K+ 37.79% |
$113K - $119K
|
20.2K
$435K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.47K+ 39.09% |
$111K - $118K
|
19.5K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
4.22K+ 37.38% |
$85.6K - $90.8K
|
15.5K
$333K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.05K+ 4.08% |
$61.9K - $65.7K
|
77.8K
$1.67M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.5K+ 4.54% |
$30.5K - $32.3K
|
34.6K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.35K+ 14.04% |
$27.4K - $29.1K
|
11K
$236K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.13KNew |
$22.9K - $24.3K
|
1.13K
$24.2K
|
|
|
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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
260+ 0.99% |
$5.28K - $5.6K
|
26.6K
$571K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
258+ 1.63% |
$5.23K - $5.55K
|
16.1K
$346K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
153+ 1.8% |
$3.1K - $3.29K
|
8.67K
$186K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 2.28% |
$3K - $3.18K
|
6.64K
$143K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
81+ 22.01% |
$1.64K - $1.74K
|
449
$9.64K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
78+ 0.68% |
$1.58K - $1.68K
|
11.5K
$248K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
29+ 0.09% |
$588 - $624
|
31.4K
$675K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
25New |
$507 - $538
|
25
$537
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-35- 0.09% |
$710 - $753
|
39.9K
$857K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-611- 5.15% |
$12.4K - $13.1K
|
11.3K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-710- 3.21% |
$14.4K - $15.3K
|
21.4K
$460K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-933- 3.32% |
$18.9K - $20.1K
|
27.2K
$584K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.52K- 2.65% |
$51.2K - $54.3K
|
92.6K
$1.99M
|
|
|
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 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.73K- 24.11% |
$75.6K - $80.2K
|
11.7K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.54K- 16.99% |
$92K - $97.6K
|
22.2K
$476K
|