Purchases and Sales Made in Q1 2025 in Invesco Ex Traded Self Indx Fd (IUS)
This table provides information about the institutional ownership of Invesco Ex Traded Self Indx Fd (IUS) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EX-TRADED SELF INDX FD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
275K+ 144.93% |
$13.3M - $14.3M
|
465K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
263K+ 25.43% |
$12.7M - $13.7M
|
1.3M
$64.3M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
226KNew |
$10.9M - $11.8M
|
226K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213K+ 80.52% |
$10.3M - $11.1M
|
477K
$23.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97.6KNew |
$4.71M - $5.09M
|
97.6K
$4.84M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 14.3% |
$3.67M - $3.96M
|
608K
$30.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.9K+ 560.22% |
$2.6M - $2.81M
|
63.5K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.4K+ 64.41% |
$2.04M - $2.21M
|
108K
$5.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
41.8K+ 12.05% |
$2.02M - $2.18M
|
388K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
37K+ 17.22% |
$1.78M - $1.93M
|
252K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
31.1KNew |
$1.5M - $1.62M
|
31.1K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.5K+ 188.67% |
$1.18M - $1.28M
|
37.5K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
23.9K+ 123.36% |
$1.15M - $1.24M
|
43.2K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.4KNew |
$1.08M - $1.17M
|
22.4K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$917K - $990K
|
19K
$943K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18.7K+ 149.62% |
$903K - $975K
|
31.2K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18.6K+ 141.61% |
$899K - $970K
|
31.8K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1KNew |
$728K - $786K
|
15.1K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$686K - $741K
|
14.2K
$705K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12.4K+ 74.66% |
$599K - $646K
|
29K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.1K+ 43.93% |
$582K - $628K
|
39.5K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 188.27% |
$540K - $584K
|
17.2K
$851K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.6K+ 13.31% |
$513K - $554K
|
90.6K
$4.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
10.6K+ 11.44% |
$512K - $553K
|
103K
$5.13M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10.4K+ 10.62% |
$501K - $540K
|
108K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.58K+ 3.95% |
$462K - $499K
|
252K
$12.5M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
9.03K+ 167.47% |
$435K - $470K
|
14.4K
$715K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.58K+ 97.47% |
$366K - $395K
|
15.4K
$762K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.33KNew |
$354K - $382K
|
7.33K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
7.19K+ 112.85% |
$347K - $375K
|
13.6K
$673K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.94K+ 160.74% |
$335K - $361K
|
11.3K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.44K+ 19.95% |
$311K - $336K
|
38.7K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.06K+ 6.01% |
$292K - $316K
|
107K
$5.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.83K+ 6.81% |
$281K - $304K
|
91.5K
$4.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.29K+ 82.14% |
$255K - $276K
|
11.7K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.15K+ 3.8% |
$152K - $164K
|
85.8K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.76K+ 33.41% |
$133K - $144K
|
11K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
2.65K+ 52.94% |
$128K - $138K
|
7.64K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.26K+ 6.13% |
$109K - $118K
|
39.1K
$1.94M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.97K+ 6.32% |
$94.9K - $102K
|
33.1K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
1.86K+ 1.09% |
$89.8K - $96.9K
|
172K
$8.55M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$77.9K - $84.1K
|
1.62K
$80.1K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 0.7% |
$70.3K - $75.8K
|
208K
$10.3M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.25K+ 22.1% |
$60.1K - $64.9K
|
6.89K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21K+ 15.54% |
$58.3K - $62.9K
|
8.98K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.01K+ 1.65% |
$48.8K - $52.7K
|
62.3K
$3.09M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
448+ 800.0% |
$21.6K - $23.3K
|
504
$25K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
437+ 4.37% |
$21.1K - $22.8K
|
10.4K
$518K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
257New |
$12.4K - $13.4K
|
257
$12.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
201+ 4.4% |
$9.7K - $10.5K
|
4.77K
$237K
|