Purchases and Sales Made in Q4 2025 in Invesco Exc Self Ind Tr Bullet (BSJS)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr Bullet (BSJS) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR BULLET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
381KNew |
$8.35M - $8.43M
|
381K
$8.37M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
13.5K+ 81.22% |
$297K - $299K
|
30.2K
$663K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.1K+ 12.77% |
$244K - $246K
|
98.4K
$2.16M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
11.1K+ 69.75% |
$244K - $246K
|
27.1K
$594K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8K+ 67.33% |
$236K - $238K
|
26.8K
$588K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.1KNew |
$221K - $223K
|
10.1K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.62K+ 46.65% |
$145K - $146K
|
20.8K
$457K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.92K+ 12.34% |
$108K - $109K
|
44.7K
$982K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.99K+ 9.62% |
$65.6K - $66.1K
|
34.1K
$749K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.73K+ 18.84% |
$37.8K - $38.1K
|
10.9K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
1.23K+ 7.06% |
$27K - $27.2K
|
18.7K
$410K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
864+ 7.46% |
$18.9K - $19.1K
|
12.5K
$273K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
741+ 24.14% |
$16.2K - $16.4K
|
3.81K
$83.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
729+ 2.15% |
$16K - $16.1K
|
34.7K
$761K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
685+ 55.65% |
$15K - $15.1K
|
1.92K
$42.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
576New |
$12.6K - $12.7K
|
576
$12.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
460+ 44.83% |
$10.1K - $10.2K
|
1.49K
$32.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
276+ 1.03% |
$6.05K - $6.1K
|
27.1K
$594K
|
|
|
Jan 20, 2026
Q4 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
150+ 1.28% |
$3.29K - $3.32K
|
11.9K
$260K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 3.57% |
$876 - $884
|
1.16K
$25.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-101- 0.42% |
$2.21K - $2.23K
|
24K
$527K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-462- 0.43% |
$10.1K - $10.2K
|
107K
$2.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-658- 2.84% |
$14.4K - $14.5K
|
22.5K
$494K
|
|
|
Jan 09, 2026
Q4 2025
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-1.12K- 1.45% |
$24.5K - $24.7K
|
76K
$1.67M
|
|