Purchases and Sales Made in Q4 2024 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133KNew |
$2.87M - $2.95M
|
133K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.4K+ 93.21% |
$484K - $498K
|
46.4K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.4K+ 249.12% |
$375K - $386K
|
24.3K
$532K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.2K+ 36.72% |
$351K - $361K
|
60.4K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.17KNew |
$198K - $204K
|
9.17K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.11KNew |
$197K - $203K
|
9.11K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.59K+ 31.78% |
$186K - $191K
|
35.6K
$779K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
5.29KNew |
$115K - $118K
|
5.29K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.48KNew |
$96.8K - $99.6K
|
4.48K
$97.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.01K+ 4.25% |
$86.8K - $89.3K
|
98.3K
$2.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.88K+ 4.03% |
$62.3K - $64K
|
74.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.05K+ 1.79% |
$44.3K - $45.6K
|
117K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1KNew |
$21.6K - $22.3K
|
1K
$21.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
928+ 3.77% |
$20.1K - $20.6K
|
25.5K
$558K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
759+ 3.27% |
$16.4K - $16.9K
|
24K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
720New |
$15.6K - $16K
|
720
$15.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
625+ 5.54% |
$13.5K - $13.9K
|
11.9K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
268+ 1.08% |
$5.8K - $5.96K
|
25.1K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
135+ 3.6% |
$2.92K - $3K
|
3.88K
$84.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.01% |
$43.3 - $44.5
|
13.9K
$303K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.05K- 7.03% |
$44.2K - $45.5K
|
27.1K
$591K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.67K- 4.54% |
$57.6K - $59.3K
|
56.1K
$1.23M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-11.1K- 4.2% |
$241K - $248K
|
254K
$5.55M
|