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 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
79.1K+ 203.13% |
$1.66M - $1.72M
|
118K
$2.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
47.7KNew |
$999K - $1.03M
|
47.7K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.8K+ 423.94% |
$813K - $842K
|
47.9K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.2KNew |
$633K - $655K
|
30.2K
$655K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 29.89% |
$591K - $612K
|
123K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
23.8KNew |
$498K - $516K
|
23.8K
$515K
|
|
|
Jul 22, 2025
Q2 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
23.3KNew |
$489K - $506K
|
23.3K
$506K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
20.8KNew |
$436K - $452K
|
20.8K
$451K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
19.1K+ 11.92% |
$400K - $414K
|
179K
$3.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.2K+ 26.46% |
$361K - $373K
|
82.2K
$1.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 14.09% |
$310K - $321K
|
120K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2K+ 6.56% |
$299K - $309K
|
231K
$5.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
12.7K+ 13.93% |
$266K - $275K
|
104K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.8K+ 3.04% |
$247K - $255K
|
399K
$8.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.7KNew |
$245K - $254K
|
11.7K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10.5K+ 8.08% |
$220K - $228K
|
140K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.84K+ 26.3% |
$206K - $214K
|
47.3K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53KNew |
$200K - $207K
|
9.53K
$207K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
9.5K+ 6.32% |
$199K - $206K
|
160K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.63K+ 35.73% |
$181K - $187K
|
32.8K
$711K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.23K+ 27.41% |
$173K - $179K
|
38.3K
$830K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 57.48% |
$168K - $174K
|
22K
$476K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.48K+ 8.38% |
$157K - $162K
|
96.7K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7.09K+ 7.86% |
$149K - $154K
|
97.3K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.8K+ 9.59% |
$143K - $148K
|
77.7K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.89K+ 47.4% |
$124K - $128K
|
18.3K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.85K+ 14.21% |
$123K - $127K
|
47K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.75K+ 7.82% |
$99.7K - $103K
|
65.5K
$1.42M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
4.04K+ 23.29% |
$84.7K - $87.7K
|
21.4K
$464K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
3.8K+ 9.05% |
$79.7K - $82.5K
|
45.8K
$993K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.03K+ 5.71% |
$63.5K - $65.7K
|
56.1K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.8K+ 26.72% |
$58.7K - $60.8K
|
13.3K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.22K+ 1.41% |
$46.5K - $48.2K
|
160K
$3.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.81K+ 3.23% |
$37.9K - $39.3K
|
57.7K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 3.92% |
$35.5K - $36.8K
|
44.9K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.57KNew |
$32.9K - $34K
|
1.57K
$34K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.51K+ 5.41% |
$31.7K - $32.8K
|
29.4K
$638K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 28.35% |
$23.3K - $24.1K
|
5.04K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.02KNew |
$21.3K - $22K
|
1.02K
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
732+ 0.74% |
$15.4K - $15.9K
|
99.2K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
123+ 0.76% |
$2.58K - $2.67K
|
16.3K
$353K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
60+ 0.62% |
$1.26K - $1.3K
|
9.71K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
43+ 0.76% |
$902 - $934
|
5.73K
$124K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.39% |
$881 - $912
|
10.8K
$234K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.78% |
$41.9 - $43.4
|
258
$5.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
38.2KNew |
$820K - $841K
|
38.2K
$828K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
31.6K+ 54.12% |
$680K - $697K
|
90.1K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$426K - $436K
|
19.8K
$430K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
12.6KNew |
$271K - $278K
|
12.6K
$274K
|
|