Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
165K+ 42.59% |
$7.24M - $8.52M
|
554K
$29.1M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.3K+ 226.89% |
$715K - $841K
|
23.5K
$1.24M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11K+ 71.85% |
$483K - $568K
|
26.4K
$1.39M
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
10.6K+ 32.07% |
$464K - $546K
|
43.7K
$2.3M
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$21.6K - $25.4K
|
493
$25.9K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$43.8 - $51.5
|
1
$52.6
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3- 0.04% |
$131 - $155
|
7.26K
$382K
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-35- 0.24% |
$1.53K - $1.8K
|
14.4K
$756K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-313- 4.99% |
$13.7K - $16.1K
|
5.96K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-799- 16.75% |
$35K - $41.1K
|
3.97K
$209K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.09K- 7.65% |
$47.6K - $56K
|
13.1K
$691K
|
|
Jul 21, 2025
Q2 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-1.26K- 3.52% |
$55.1K - $64.8K
|
34.5K
$1.82M
|
|
Jul 14, 2025
Q2 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-2.33K- 1.35% |
$102K - $120K
|
170K
$8.95M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.74K- 2.77% |
$295K - $347K
|
237K
$12.5M
|
|
Jul 15, 2025
Q2 2025
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-8.72K- 45.67% |
$382K - $449K
|
10.4K
$546K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.6K- 65.19% |
$641K - $754K
|
7.81K
$411K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-74.4K- 71.93% |
$3.26M - $3.83M
|
29K
$1.53M
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-79.4K- 73.47% |
$3.48M - $4.09M
|
28.7K
$1.51M
|