Purchases and Sales Made in Q3 2025 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
180KNew |
$3.86M - $3.97M
|
180K
$3.97M
|
|
|
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 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
24.4KNew |
$523K - $538K
|
24.4K
$538K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.8K+ 15.54% |
$467K - $481K
|
162K
$3.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.1K+ 39.49% |
$388K - $399K
|
63.9K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.5KNew |
$203K - $209K
|
9.5K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.32K+ 39.94% |
$200K - $206K
|
32.6K
$720K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.41K+ 409.25% |
$137K - $141K
|
7.98K
$176K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.4KNew |
$137K - $141K
|
6.4K
$141K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.41K+ 4.54% |
$94.6K - $97.4K
|
102K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.79K+ 17.73% |
$81.3K - $83.7K
|
25.2K
$555K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.95K+ 14.19% |
$63.3K - $65.1K
|
23.8K
$524K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
877+ 17.42% |
$18.8K - $19.3K
|
5.91K
$130K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
637+ 1.67% |
$13.7K - $14.1K
|
38.8K
$856K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
119+ 0.73% |
$2.55K - $2.63K
|
16.4K
$361K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-203- 0.84% |
$4.35K - $4.48K
|
23.9K
$527K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-4.37K- 29.09% |
$93.6K - $96.4K
|
10.6K
$235K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-13K- 12.58% |
$279K - $288K
|
90.6K
$2M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-16.6K- 59.78% |
$355K - $365K
|
11.1K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-114K- 47.11% |
$2.44M - $2.51M
|
128K
$2.82M
|