Purchases and Sales Made in Q4 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.87MNew |
$31.5M - $31.8M
|
1.87M
$31.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
117K+ 2.65% |
$1.98M - $2M
|
4.55M
$76.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
117KNew |
$1.98M - $1.99M
|
117K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
116KNew |
$1.95M - $1.97M
|
116K
$1.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
83.5K+ 49.05% |
$1.41M - $1.42M
|
254K
$4.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
74K+ 3.64% |
$1.25M - $1.26M
|
2.11M
$35.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
55KNew |
$927K - $935K
|
55K
$927K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37.8K+ 22.2% |
$638K - $644K
|
208K
$3.51M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.6K+ 28.05% |
$584K - $589K
|
158K
$2.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
30.6K+ 5.86% |
$516K - $521K
|
553K
$9.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
28K+ 43.75% |
$471K - $476K
|
91.8K
$1.55M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
26.6K+ 80.84% |
$448K - $452K
|
59.4K
$1M
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
21.9K+ 12.83% |
$370K - $373K
|
193K
$3.25M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
20.1K+ 136.21% |
$339K - $342K
|
34.8K
$587K
|
|
|
Jan 08, 2026
Q4 2025
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
16.1KNew |
$272K - $275K
|
16.1K
$272K
|
|
|
Jan 08, 2026
Q4 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
13.4K+ 31.28% |
$226K - $228K
|
56.2K
$947K
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11KNew |
$185K - $187K
|
11K
$185K
|
|
|
Jan 13, 2026
Q4 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
10.3KNew |
$174K - $176K
|
10.3K
$174K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$174K - $175K
|
10.3K
$174K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10KNew |
$169K - $171K
|
10K
$169K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9.69K+ 4.34% |
$163K - $165K
|
233K
$3.93M
|
|
|
Jan 20, 2026
Q4 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
7.16K+ 7.99% |
$121K - $122K
|
96.8K
$1.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6.64K+ 37.12% |
$112K - $113K
|
24.5K
$414K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
5.95K+ 60.71% |
$100K - $101K
|
15.8K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
5.62K+ 6.74% |
$94.8K - $95.7K
|
89K
$1.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
5.04K+ 41.53% |
$84.9K - $85.7K
|
17.2K
$289K
|
|
|
Jan 05, 2026
Q4 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
3.87K+ 25.5% |
$65.2K - $65.8K
|
19K
$321K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.71K+ 3.71% |
$45.7K - $46.2K
|
75.9K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.65K+ 14.41% |
$44.6K - $45K
|
21K
$354K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.65K+ 1.36% |
$44.6K - $45K
|
198K
$3.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.62K+ 1.81% |
$27.4K - $27.6K
|
91.1K
$1.54M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 8.42% |
$26.8K - $27.1K
|
20.5K
$346K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1.43K+ 7.61% |
$24.2K - $24.4K
|
20.3K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.13KNew |
$19.1K - $19.2K
|
1.13K
$19.1K
|
|
|
Jan 14, 2026
Q4 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
700+ 2.08% |
$11.8K - $11.9K
|
34.3K
$579K
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
668+ 2.14% |
$11.3K - $11.4K
|
31.9K
$538K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
598+ 0.86% |
$10.1K - $10.2K
|
70.1K
$1.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
471+ 1.28% |
$7.94K - $8.02K
|
37.2K
$628K
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
415+ 1.68% |
$7K - $7.06K
|
25.1K
$424K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
264+ 26400.0% |
$4.45K - $4.49K
|
265
$4.47K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
175+ 3.35% |
$2.95K - $2.98K
|
5.39K
$91K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.38% |
$67.4 - $68.1
|
1.06K
$17.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-139- 0.04% |
$2.34K - $2.37K
|
381K
$6.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-3.02K- 34.29% |
$50.9K - $51.4K
|
5.79K
$97.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.08K- 10.86% |
$119K - $121K
|
58.1K
$981K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-7.92K- 0.48% |
$134K - $135K
|
1.66M
$28M
|
|
|
Jan 16, 2026
Q4 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-136K- 69.98% |
$2.29M - $2.31M
|
58.3K
$983K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.04M- 94.06% |
$17.6M - $17.7M
|
65.8K
$1.11M
|
|