Latest Institutional Transactions on Invesco Exc Self Ind Tr (BSCU)
This table provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
24.4KNew |
$398K - $410K
|
24.4K
$412K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.1K+ 75.06% |
$230K - $236K
|
32.9K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.8KNew |
$242K - $249K
|
14.8K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$174K - $179K
|
10.7K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 0.5% |
$995 - $1.02K
|
12K
$203K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72.2KNew |
$1.18M - $1.21M
|
72.2K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
16.7K+ 5.06% |
$272K - $279K
|
346K
$5.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
255+ 0.67% |
$4.16K - $4.28K
|
38.1K
$642K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.4K+ 37.01% |
$348K - $358K
|
79.1K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.6K+ 12.49% |
$42.4K - $43.6K
|
23.4K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.6KNew |
$189K - $194K
|
11.6K
$195K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.4KNew |
$170K - $175K
|
10.4K
$176K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1.5KNew |
$24.5K - $25.2K
|
1.5K
$25.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
$196K - $201K
|
12K
$202K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
83+ 0.61% |
$1.35K - $1.39K
|
13.6K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
11.2KNew |
$182K - $187K
|
11.2K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$38.1K - $39.2K
|
2.34K
$39.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-400- 1.61% |
$6.52K - $6.71K
|
24.4K
$412K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
15.1KNew |
$246K - $253K
|
15.1K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-31.4K- 55.75% |
$513K - $528K
|
25K
$421K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-75.1K- 46.83% |
$1.22M - $1.26M
|
85.2K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.65KNew |
$26.9K - $27.7K
|
1.65K
$27.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.4K+ 2.78% |
$22.8K - $23.5K
|
51.7K
$872K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$16.3 - $16.8
|
1
$16.9
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-334- 0.98% |
$5.45K - $5.6K
|
33.6K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
160+ 1.2% |
$2.61K - $2.68K
|
13.5K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-32.3K- 50.85% |
$527K - $543K
|
31.3K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.63K- 1.19% |
$59.2K - $60.9K
|
301K
$5.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-1.04K- 9.38% |
$17K - $17.5K
|
10K
$169K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
3.64KNew |
$59K - $60.6K
|
3.64K
$61.4K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
21.9K+ 86.33% |
$354K - $364K
|
47.2K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
15.2KNew |
$246K - $253K
|
15.2K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
50.6KNew |
$820K - $842K
|
50.6K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
179+ 1.12% |
$2.9K - $2.98K
|
16.2K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
10.9KNew |
$177K - $182K
|
10.9K
$185K
|
|
|
May 07, 2025
Q1 2025
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.77K+ 22.74% |
$44.9K - $46.1K
|
15K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
115+ 0.74% |
$1.86K - $1.91K
|
15.7K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.61KNew |
$58.4K - $60K
|
3.61K
$60.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.52K+ 18.36% |
$24.6K - $25.3K
|
9.8K
$165K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
22.5K+ 32.71% |
$364K - $374K
|
91.1K
$1.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.46KNew |
$23.6K - $24.2K
|
1.46K
$24.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-32.3K- 51.42% |
$523K - $537K
|
30.5K
$515K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.68K- 40.07% |
$43.3K - $44.5K
|
4K
$67.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-83- 0.38% |
$1.34K - $1.38K
|
21.9K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-104K- 60.22% |
$1.68M - $1.72M
|
68.4K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
12.2KNew |
$197K - $203K
|
12.2K
$206K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
107KNew |
$1.75M - $1.82M
|
107K
$1.81M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
156KNew |
$2.55M - $2.65M
|
156K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-25.4K- 70.57% |
$415K - $432K
|
10.6K
$179K
|
|