Captrust Financial Advisors Invesco ETF Self Indexed Fd Tr Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Invesco ETF Self Indexed Fd Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 29,301 shares of BSMV stock, worth $619,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,301
Previous 18,726 56.47%
Holding current value
$619,130
Previous $386,000 59.33%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$20.52 - $21.16 $216,999 - $223,767
10,575 Added 56.47%
29,301 $615,000
Q2 2025

Aug 14, 2025
SELL
$20.08 - $20.98 $30,682 - $32,057
-1,528 Reduced 7.54%
18,726 $386,000
Q1 2025

May 14, 2025
BUY
$20.57 - $21.12 $9,667 - $9,926
470 Added 2.38%
20,254 $419,000
Q4 2024

Feb 14, 2025
BUY
$20.78 - $21.38 $10,535 - $10,839
507 Added 2.63%
19,784 $414,000
Q3 2024

Nov 14, 2024
SELL
$20.92 - $21.41 $208,384 - $213,265
-9,961 Reduced 34.07%
19,277 $410,000
Q2 2024

Aug 14, 2024
BUY
$20.7 - $21.24 $83,441 - $85,618
4,031 Added 15.99%
29,238 $612,000
Q1 2024

May 15, 2024
SELL
$21.24 - $21.67 $38,083 - $38,854
-1,793 Reduced 6.64%
25,207 $537,000
Q4 2023

Feb 14, 2024
SELL
$19.7 - $21.68 $24,802 - $27,295
-1,259 Reduced 4.46%
27,000 $584,000
Q3 2023

Nov 14, 2023
BUY
$20.01 - $21.29 $76,378 - $81,263
3,817 Added 15.62%
28,259 $565,000
Q2 2023

Aug 14, 2023
SELL
$20.79 - $21.7 $132,744 - $138,554
-6,385 Reduced 20.71%
24,442 $516,000
Q1 2023

May 15, 2023
SELL
$20.82 - $21.67 $3,705 - $3,857
-178 Reduced 0.57%
30,827 $660,000
Q4 2022

Feb 15, 2023
BUY
$19.55 - $21.08 $606,147 - $653,585
31,005 New
31,005 $643,000

Others Institutions Holding BSMV

# of Institutions
74
Shares Held
4.38M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF SELF-INDEXED FD TR

BSMV Quotes by TradingView
  • Ticker BSMV
  • Sector ETFs
  • Industry ETFs
More about BSMV
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