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 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
356KNew |
$7.21M - $7.65M
|
356K
$7.64M
|
|
|
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 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
82.1K+ 166.06% |
$1.67M - $1.77M
|
132K
$2.83M
|
|
|
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 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62.2KNew |
$1.26M - $1.34M
|
62.2K
$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 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
43.5K+ 53.83% |
$882K - $936K
|
124K
$2.67M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41.9K+ 7.59% |
$851K - $903K
|
594K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.6KNew |
$662K - $702K
|
32.6K
$700K
|
|
|
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 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.2K+ 103.51% |
$411K - $436K
|
39.8K
$855K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.4K+ 6.14% |
$393K - $417K
|
335K
$7.2M
|
|
|
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 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.8K+ 13.43% |
$342K - $362K
|
142K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 42.88% |
$341K - $362K
|
56K
$1.2M
|
|
|
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 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.73K+ 43.76% |
$197K - $209K
|
32K
$687K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.5K+ 3.1% |
$193K - $204K
|
316K
$6.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.37KNew |
$190K - $202K
|
9.37K
$201K
|
|
|
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 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.67K+ 12.8% |
$135K - $144K
|
58.8K
$1.26M
|
|
|
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 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.88K+ 2.72% |
$78.7K - $83.5K
|
146K
$3.14M
|
|
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
920+ 2.48% |
$18.7K - $19.8K
|
38K
$815K
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
698New |
$14.2K - $15K
|
698
$15K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
390+ 0.66% |
$7.91K - $8.39K
|
59.6K
$1.28M
|