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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.15K- 0.33% |
$23.4K - $24.8K
|
350K
$7.52M
|
|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-10K- 26.3% |
$204K - $216K
|
28.2K
$605K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 5.85% |
$211K - $224K
|
167K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-12K- 21.84% |
$244K - $259K
|
43K
$924K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-16K- 2.31% |
$324K - $343K
|
675K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 76.09% |
$2.72M - $2.89M
|
42.2K
$906K
|