Purchases and Sales Made in Q4 2025 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q4 2025. 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 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
34.1K+ 37.67% |
$748K - $753K
|
125K
$2.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31K+ 12.89% |
$679K - $683K
|
271K
$5.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.2KNew |
$311K - $313K
|
14.2K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
13.4K+ 8.26% |
$294K - $295K
|
176K
$3.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
7.9KNew |
$173K - $174K
|
7.9K
$174K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.46K+ 43.37% |
$75.9K - $76.3K
|
11.4K
$252K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.02K+ 1.68% |
$66.3K - $66.6K
|
183K
$4.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.72K+ 5.72% |
$59.7K - $60K
|
50.3K
$1.11M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.17K+ 4.8% |
$25.6K - $25.7K
|
25.5K
$561K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
427New |
$9.36K - $9.42K
|
427
$9.39K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
100+ 0.42% |
$2.19K - $2.21K
|
24K
$528K
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-216- 0.86% |
$4.74K - $4.76K
|
25K
$549K
|
|
|
Jan 22, 2026
Q4 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-531- 4.99% |
$11.6K - $11.7K
|
10.1K
$222K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.17K- 10.47% |
$25.6K - $25.7K
|
9.98K
$219K
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.99K- 2.34% |
$65.5K - $65.9K
|
125K
$2.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.46K- 41.2% |
$142K - $143K
|
9.22K
$203K
|
|