Morgan Rosel Wealth Management, LLC Invesco Self Indexed Fd Tr Bul Transaction History

Morgan Rosel Wealth Management, LLC

$366 Million
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 25, 2025	BUY	$21.04 - $21.64 $126,534 - $130,142	6,014 New	6,014 $126,000

Others Institutions Holding BSJT

# of Institutions

95

Shares Held

10.2M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$48.9 Million
0.02% of portfolio
Legacy Financial Group LLC

728K
Shares

$15.6 Million
2.56% of portfolio
Equitable Holdings, Inc. New York, NY

625K
Shares

$13.4 Million
0.11% of portfolio
Mercer Global Advisors Inc Denver, CO

461K
Shares

$9.89 Million
0.02% of portfolio
Modern Wealth Management, LLC Lenexa, KS

391K
Shares

$8.39 Million
0.17% of portfolio

About INVESCO SELF-INDEXED FD TR BUL

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