Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
23.8K+ 82.89% |
$1.28M - $1.35M
|
52.4K
$2.93M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6.44K+ 27.49% |
$347K - $365K
|
29.8K
$1.67M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
6.41KNew |
$346K - $364K
|
6.41K
$359K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.26K+ 526000.0% |
$284K - $299K
|
5.26K
$294K
|
|
|
Jan 23, 2026
Q4 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.98K+ 0.76% |
$269K - $283K
|
663K
$37.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$225K - $237K
|
4.17K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.88K+ 6.45% |
$155K - $163K
|
47.5K
$2.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
747+ 20.58% |
$40.3K - $42.4K
|
4.38K
$245K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
548+ 2.23% |
$29.6K - $31.1K
|
25.2K
$1.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
BUY
|
- |
461+ 0.27% |
$24.9K - $26.2K
|
170K
$9.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
441New |
$23.8K - $25K
|
441
$24.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
325+ 8.38% |
$17.5K - $18.5K
|
4.2K
$235K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 3.66% |
$810 - $852
|
395
$22.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24- 0.41% |
$1.3K - $1.36K
|
5.78K
$323K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-100- 0.7% |
$5.4K - $5.68K
|
14.3K
$797K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-257- 4.75% |
$13.9K - $14.6K
|
5.16K
$288K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-282- 3.87% |
$15.2K - $16K
|
7.01K
$392K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-316- 1.36% |
$17.1K - $17.9K
|
22.9K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-565- 1.64% |
$30.5K - $32.1K
|
34K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-581- 9.71% |
$31.4K - $33K
|
5.4K
$302K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-681- 2.21% |
$36.8K - $38.7K
|
30.2K
$1.69M
|
|
|
Jan 12, 2026
Q4 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
SELL
|
- |
-769- 13.99% |
$41.5K - $43.7K
|
4.73K
$264K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-8.44K- 13.94% |
$456K - $479K
|
52.1K
$2.91M
|
|