Latest Institutional Purchases of Invesco Exc Self Ind Tr (BSCU)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.46KNew |
$23.6K - $24.2K
|
1.46K
$24.6K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
179+ 1.12% |
$2.9K - $2.98K
|
16.2K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
115+ 0.74% |
$1.86K - $1.91K
|
15.7K
$264K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
428KNew |
$6.99M - $7.28M
|
428K
$7.23M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
156KNew |
$2.55M - $2.65M
|
156K
$2.63M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
107KNew |
$1.75M - $1.82M
|
107K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
83.9K+ 71.47% |
$1.37M - $1.42M
|
201K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
40.9KNew |
$668K - $695K
|
40.9K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
37.6KNew |
$613K - $638K
|
37.6K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$423K - $441K
|
25.9K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.5KNew |
$252K - $263K
|
15.5K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
12.1KNew |
$198K - $206K
|
12.1K
$205K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$92.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.03KNew |
$49.4K - $51.5K
|
3.03K
$51.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.97KNew |
$48.4K - $50.4K
|
2.97K
$50K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
612New |
$9.99K - $10.4K
|
612
$10.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
605New |
$9.87K - $10.3K
|
605
$10.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.47K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
192New |
$3.13K - $3.26K
|
192
$3.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
187+ 1.02% |
$3.05K - $3.18K
|
18.5K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$201K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
655K+ 33.87% |
$10.6M - $11.2M
|
2.59M
$43.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.6K+ 4.87% |
$592K - $624K
|
787K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.94KNew |
$47.6K - $50.1K
|
2.94K
$49.6K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
1.81K+ 3.58% |
$29.2K - $30.8K
|
52.2K
$880K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.54KNew |
$25K - $26.3K
|
1.54K
$26K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
335New |
$5.42K - $5.71K
|
335
$5.65K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.4% |
$48.6 - $51.2
|
217
$3.66K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.4KNew |
$389K - $401K
|
24.4K
$412K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.3K+ 25.0% |
$36.7K - $37.8K
|
11.5K
$194K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$29.8K - $30.7K
|
1.87K
$31.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
794New |
$12.7K - $13K
|
794
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
295New |
$4.71K - $4.84K
|
295
$4.98K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216New |
$3.45K - $3.55K
|
216
$3.64K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
173New |
$2.76K - $2.84K
|
173
$2.92K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
127+ 2.49% |
$2.03K - $2.09K
|
5.22K
$88K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
942K+ 66.45% |
$15.3M - $15.7M
|
2.36M
$39.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.4K+ 137.7% |
$461K - $473K
|
49K
$827K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
20.8K+ 91.39% |
$337K - $347K
|
43.5K
$735K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
20KNew |
$325K - $334K
|
20K
$338K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.91KNew |
$63.5K - $65.2K
|
3.91K
$66K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.83KNew |
$45.9K - $47.1K
|
2.83K
$47.7K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
239New |
$3.88K - $3.98K
|
239
$4.03K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
7+ 0.66% |
$114 - $117
|
1.06K
$17.9K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
11.9KNew |
$182K - $199K
|
11.9K
$201K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.74KNew |
$72.2K - $79.1K
|
4.74K
$79.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.81K+ 90550.0% |
$27.6K - $30.2K
|
1.81K
$30.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
173New |
$2.64K - $2.89K
|
173
$2.92K
|
|