Latest Institutional Purchases of Invesco Exchange Self Ind Tr (BSMU)
This list provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
12.7K+ 13.93% |
$266K - $275K
|
104K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$32.9K - $34K
|
1.57K
$33.7K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
123K+ 134.52% |
$2.65M - $2.72M
|
215K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
108K+ 253.75% |
$2.32M - $2.37M
|
150K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
70.9KNew |
$1.52M - $1.56M
|
70.9K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63K+ 16.32% |
$1.35M - $1.39M
|
449K
$9.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
55.6K+ 74.8% |
$1.19M - $1.22M
|
130K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39KNew |
$837K - $858K
|
39K
$838K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
38.2KNew |
$820K - $841K
|
38.2K
$821K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.7K+ 49.22% |
$639K - $655K
|
90.1K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24K+ 139.61% |
$515K - $528K
|
41.2K
$885K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.3K+ 32.83% |
$501K - $514K
|
94.3K
$2.03M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$426K - $436K
|
19.8K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 51.01% |
$385K - $395K
|
53K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.5K+ 36.84% |
$376K - $386K
|
65K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.1K+ 12.2% |
$368K - $378K
|
158K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.3K+ 10.59% |
$329K - $337K
|
160K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15K+ 8.7% |
$322K - $330K
|
187K
$4.02M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 3.96% |
$318K - $326K
|
388K
$8.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
13.6K+ 4.15% |
$292K - $299K
|
341K
$7.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 15.43% |
$288K - $296K
|
100K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.6KNew |
$271K - $278K
|
12.6K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$267K - $274K
|
12.4K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11KNew |
$236K - $241K
|
11K
$236K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7KNew |
$231K - $236K
|
10.7K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.4KNew |
$224K - $229K
|
10.4K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.85K+ 4.75% |
$212K - $217K
|
217K
$4.67M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
9.65KNew |
$207K - $212K
|
9.65K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.66K+ 9.01% |
$186K - $191K
|
105K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.03K+ 9.77% |
$172K - $177K
|
90.2K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
6.96K+ 75.92% |
$150K - $153K
|
16.1K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.77K+ 29.11% |
$145K - $149K
|
30K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
6.66K+ 62.31% |
$143K - $147K
|
17.4K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.66K+ 38.02% |
$143K - $147K
|
24.2K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.89K+ 7.07% |
$127K - $130K
|
89.2K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
5.81KNew |
$125K - $128K
|
5.81K
$125K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.3K+ 7.61% |
$92.3K - $94.7K
|
60.8K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.89K+ 16.77% |
$83.5K - $85.6K
|
27.1K
$582K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.71K+ 7.61% |
$58.3K - $59.8K
|
38.3K
$825K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$55.9K - $57.3K
|
2.6K
$55.9K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2.08K+ 1.78% |
$44.6K - $45.7K
|
119K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.95K+ 3.61% |
$41.9K - $43K
|
55.9K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.86K+ 39.58% |
$40K - $41K
|
6.57K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
1.34K+ 0.74% |
$28.7K - $29.5K
|
181K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.27K+ 9.97% |
$27.2K - $27.9K
|
13.9K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.13K+ 3.94% |
$24.4K - $25K
|
29.9K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 22.4% |
$22.3K - $22.9K
|
5.68K
$122K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
910New |
$19.6K - $20K
|
910
$19.6K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
835+ 3.09% |
$17.9K - $18.4K
|
27.9K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
685+ 4.53% |
$14.7K - $15.1K
|
15.8K
$340K
|
|