Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
624K+ 44648.5% |
$31.9M - $34.5M
|
626K
$35M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
152KNew |
$7.77M - $8.39M
|
152K
$8.49M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
104K+ 18.81% |
$5.33M - $5.75M
|
658K
$36.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.9K+ 12.83% |
$4.5M - $4.85M
|
772K
$43.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.9K+ 4.98% |
$3.68M - $3.97M
|
1.52M
$84.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
49.8KNew |
$2.55M - $2.75M
|
49.8K
$2.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.6K+ 12.97% |
$1.46M - $1.58M
|
249K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 56.13% |
$1.37M - $1.48M
|
74.4K
$4.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.5K+ 5.58% |
$1.3M - $1.41M
|
482K
$27M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.2M - $1.29M
|
23.4K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
21.2K+ 20.23% |
$1.09M - $1.17M
|
126K
$7.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.8K+ 13.81% |
$655K - $706K
|
105K
$5.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.4K+ 38.29% |
$532K - $574K
|
37.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.88KNew |
$506K - $546K
|
9.88K
$553K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
9.02K+ 8.4% |
$461K - $498K
|
116K
$6.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.53KNew |
$436K - $471K
|
8.53K
$477K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.42K+ 12.72% |
$431K - $465K
|
74.6K
$4.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.72K+ 3.07% |
$395K - $426K
|
259K
$14.5M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.2K+ 49.53% |
$368K - $397K
|
21.7K
$1.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.18KNew |
$367K - $396K
|
7.18K
$402K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.92K+ 5.35% |
$354K - $382K
|
136K
$7.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.67KNew |
$290K - $313K
|
5.67K
$317K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.24K+ 2.21% |
$268K - $289K
|
242K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.05K+ 3.31% |
$207K - $224K
|
127K
$7.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.25K+ 54.87% |
$166K - $179K
|
9.16K
$512K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.97K+ 3.42% |
$152K - $164K
|
89.9K
$5.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
1.29K+ 1.39% |
$66.2K - $71.4K
|
94.2K
$5.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.09KNew |
$55.8K - $60.2K
|
1.09K
$61K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
957+ 2.19% |
$49K - $52.8K
|
44.6K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
737New |
$37.7K - $40.7K
|
737
$41.2K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
455+ 7.99% |
$23.3K - $25.1K
|
6.15K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
410New |
$21K - $22.6K
|
410
$22.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
310+ 4.34% |
$15.9K - $17.1K
|
7.46K
$417K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 9.56% |
$6.65K - $7.18K
|
1.49K
$83.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 2.38% |
$5.12K - $5.52K
|
4.29K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 5.84% |
$3.48K - $3.75K
|
1.23K
$68.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
66+ 1.19% |
$3.38K - $3.64K
|
5.63K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63+ 1.01% |
$3.22K - $3.48K
|
6.31K
$353K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 0.44% |
$1.64K - $1.77K
|
7.29K
$408K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
30+ 0.28% |
$1.53K - $1.66K
|
10.9K
$611K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
28+ 0.7% |
$1.43K - $1.55K
|
4.05K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
17+ 0.29% |
$870 - $939
|
5.98K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15+ 0.37% |
$767 - $828
|
4.06K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.13% |
$205 - $221
|
3K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.18% |
$51.2 - $55.2
|
549
$30.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$51.2 - $55.2
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$563 - $607
|
14.4K
$803K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-12- 34.29% |
$614 - $663
|
23
$1.29K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 4.01% |
$1.38K - $1.49K
|
646
$36.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65- 0.58% |
$3.33K - $3.59K
|
11.1K
$620K
|
|