Latest Institutional Transactions on Invesco Exchange Self Ind Tr (BSMU)
This table provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
877+ 17.42% |
$18.8K - $19.3K
|
5.91K
$130K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.5KNew |
$203K - $209K
|
9.5K
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.4KNew |
$137K - $141K
|
6.4K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.79K+ 17.73% |
$81.3K - $83.7K
|
25.2K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
119+ 0.73% |
$2.55K - $2.63K
|
16.4K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
637+ 1.67% |
$13.7K - $14.1K
|
38.8K
$856K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 162.02% |
$1.56M - $1.6M
|
118K
$2.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.8K+ 140.16% |
$595K - $612K
|
47.6K
$1.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.32K+ 39.94% |
$200K - $206K
|
32.6K
$720K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.1K+ 39.49% |
$388K - $399K
|
63.9K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4.37K- 29.09% |
$93.6K - $96.4K
|
10.6K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.41K+ 409.25% |
$137K - $141K
|
7.98K
$176K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-114K- 47.11% |
$2.44M - $2.51M
|
128K
$2.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.8K+ 15.54% |
$467K - $481K
|
162K
$3.57M
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-203- 0.84% |
$4.35K - $4.48K
|
23.9K
$527K
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
180KNew |
$3.86M - $3.97M
|
180K
$3.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.95K+ 14.19% |
$63.3K - $65.1K
|
23.8K
$524K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 59.78% |
$355K - $365K
|
11.1K
$246K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-13K- 12.58% |
$279K - $288K
|
90.6K
$2M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
24.4KNew |
$523K - $538K
|
24.4K
$538K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 46.36% |
$304K - $315K
|
45.8K
$1.01M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
21K+ 54.82% |
$441K - $456K
|
59.4K
$1.31M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 14.09% |
$310K - $321K
|
120K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.63K+ 35.73% |
$181K - $187K
|
32.8K
$723K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.5K+ 6.32% |
$199K - $206K
|
160K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7KNew |
$245K - $254K
|
11.7K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.84K+ 26.3% |
$206K - $214K
|
47.3K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.3K- 9.2% |
$866K - $897K
|
408K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 14.21% |
$123K - $127K
|
47K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 6.56% |
$299K - $309K
|
231K
$5.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 57.48% |
$168K - $174K
|
22K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-113K- 62.66% |
$2.38M - $2.46M
|
67.5K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.35K- 12.39% |
$70.3K - $72.8K
|
23.7K
$523K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.02KNew |
$21.3K - $22K
|
1.02K
$22.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.48K+ 8.38% |
$157K - $162K
|
96.7K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-59.8K- 31.99% |
$1.26M - $1.3M
|
127K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-74.5K- 34.59% |
$1.56M - $1.62M
|
141K
$3.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 26.46% |
$361K - $373K
|
82.2K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.03K+ 5.71% |
$63.5K - $65.7K
|
56.1K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.8K+ 9.59% |
$143K - $148K
|
77.7K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.8K+ 423.94% |
$813K - $842K
|
47.9K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.95K- 24.97% |
$82.8K - $85.8K
|
11.9K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.22K+ 1.41% |
$46.5K - $48.2K
|
160K
$3.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
23.8KNew |
$498K - $516K
|
23.8K
$524K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.39% |
$881 - $912
|
10.8K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.8K+ 26.72% |
$58.7K - $60.8K
|
13.3K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 3.04% |
$247K - $255K
|
399K
$8.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.81K+ 3.23% |
$37.9K - $39.3K
|
57.7K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 0.76% |
$902 - $934
|
5.73K
$126K
|
|