Purchases and Sales Made in Q1 2025 in Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU)
This table provides information about the institutional ownership of Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EG-TR SF-IX FD TR BULL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87.3K+ 84.39% |
N/A
|
191K
$0
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
75.8K+ 29.93% |
N/A
|
329K
$0
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.7K+ 21.9% |
N/A
|
277K
$0
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
28.4K+ 28.98% |
N/A
|
127K
$0
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.6K+ 145.85% |
N/A
|
38.1K
$0
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$0
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.9K+ 109.62% |
N/A
|
40K
$0
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
20.3K+ 8.18% |
N/A
|
268K
$0
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$0
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
16.8KNew |
N/A
|
16.8K
$0
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
16.3K+ 5.97% |
N/A
|
290K
$0
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
15.3K+ 2449.04% |
N/A
|
16K
$0
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.96K+ 361.91% |
N/A
|
11.4K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.11KNew |
N/A
|
8.11K
$0
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.14K+ 53.84% |
N/A
|
20.4K
$0
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.89KNew |
N/A
|
6.89K
$0
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.81K+ 28.98% |
N/A
|
30.3K
$0
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.45KNew |
N/A
|
6.45K
$0
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.56K+ 3.73% |
N/A
|
127K
$0
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4.12KNew |
N/A
|
4.12K
$0
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.9K+ 237.48% |
N/A
|
4.12K
$0
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.48KNew |
N/A
|
2.48K
$0
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.23K+ 18.64% |
N/A
|
14.2K
$0
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.21K+ 14.68% |
N/A
|
17.2K
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.98K+ 197700.0% |
N/A
|
1.98K
$0
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.31K+ 11.0% |
N/A
|
13.2K
$0
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.27K+ 4.77% |
N/A
|
27.9K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
976+ 5.61% |
N/A
|
18.4K
$0
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
227+ 1.24% |
N/A
|
18.5K
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-249- 1.49% |
N/A
|
16.4K
$0
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-960- 4.35% |
N/A
|
21.1K
$0
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-15.3K- 96.08% |
N/A
|
626
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-102K- 78.7% |
N/A
|
27.7K
$0
|