Purchases and Sales Made in Q2 2025 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.
| 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
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-165- 0.59% |
$3.46K - $3.58K
|
27.6K
$594K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-3.47K- 18.77% |
$72.8K - $75.4K
|
15K
$323K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-7.04K- 2.83% |
$148K - $153K
|
242K
$5.2M
|