Purchases and Sales Made in Q3 2025 in Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO EXC SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
8.92K+ 11.07% |
$149K - $152K
|
89.5K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
8.78K+ 4.74% |
$146K - $150K
|
194K
$3.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.65K+ 8.84% |
$144K - $147K
|
107K
$1.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
8.48K+ 4.91% |
$141K - $144K
|
181K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.43K+ 2.43% |
$140K - $144K
|
355K
$5.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
8.06K+ 12.37% |
$134K - $137K
|
73.2K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.34K+ 8.72% |
$122K - $125K
|
91.6K
$1.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
7.18K+ 1.21% |
$120K - $122K
|
599K
$10.1M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
6.29K+ 2.9% |
$105K - $107K
|
223K
$3.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.01K+ 1.37% |
$100K - $102K
|
445K
$7.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.97K+ 22.94% |
$99.6K - $102K
|
32K
$540K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.96K+ 3.62% |
$99.3K - $101K
|
170K
$2.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
5.93K+ 8.5% |
$98.8K - $101K
|
75.6K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
5.09K+ 44.37% |
$84.8K - $86.6K
|
16.5K
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.07K+ 7.87% |
$84.5K - $86.4K
|
69.5K
$1.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.02K+ 42.55% |
$83.8K - $85.6K
|
16.8K
$284K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
4.96K+ 15.26% |
$82.7K - $84.5K
|
37.5K
$633K
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
BUY
|
- |
4.75K+ 28.28% |
$79.2K - $80.9K
|
21.6K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.4K+ 12.65% |
$73.3K - $74.9K
|
39.2K
$661K
|
|
|
Oct 31, 2025
Q3 2025
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.09K+ 4.53% |
$68.1K - $69.6K
|
94.3K
$1.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 125.4% |
$67.2K - $68.6K
|
7.24K
$122K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4.03K+ 11.69% |
$67.1K - $68.6K
|
38.5K
$649K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.97K+ 2.08% |
$66.2K - $67.6K
|
195K
$3.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
3.89K+ 3.89% |
$64.8K - $66.2K
|
104K
$1.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.83K+ 11.56% |
$63.8K - $65.2K
|
37K
$624K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.75K+ 7.06% |
$62.5K - $63.9K
|
56.8K
$959K
|
|
|
Nov 10, 2025
Q3 2025
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.6K+ 7.52% |
$60K - $61.3K
|
51.5K
$869K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.59K+ 23.49% |
$59.8K - $61.1K
|
18.8K
$318K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.49K+ 6.06% |
$58.2K - $59.4K
|
61.1K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.37K+ 27.11% |
$56.2K - $57.4K
|
15.8K
$267K
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
3.32K+ 4.15% |
$55.4K - $56.6K
|
83.4K
$1.41M
|
|
|
Oct 06, 2025
Q3 2025
|
Red Spruce Capital, LLC
|
BUY
|
- |
3.31K+ 4.59% |
$55.1K - $56.3K
|
75.2K
$1.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.17K+ 14.91% |
$52.8K - $53.9K
|
24.4K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Old Second National Bank Of Aurora
|
BUY
|
- |
2.96KNew |
$49.3K - $50.4K
|
2.96K
$49.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.68K+ 2.42% |
$44.7K - $45.7K
|
114K
$1.92M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
2.66K+ 6.02% |
$44.4K - $45.3K
|
46.8K
$790K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.5K+ 9.31% |
$41.7K - $42.6K
|
29.3K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.4K+ 6.95% |
$39.9K - $40.8K
|
36.9K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.35K+ 16.67% |
$39.2K - $40.1K
|
16.5K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.19K+ 6.36% |
$36.5K - $37.2K
|
36.6K
$617K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.05K+ 2.95% |
$34.1K - $34.8K
|
71.3K
$1.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.95K+ 5.6% |
$32.5K - $33.2K
|
36.8K
$620K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.86KNew |
$30.9K - $31.6K
|
1.86K
$31.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.67K+ 14.03% |
$27.8K - $28.4K
|
13.6K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 6.62% |
$25.6K - $26.2K
|
24.8K
$418K
|
|
|
Nov 14, 2025
Q3 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
1.3K+ 8.59% |
$21.6K - $22.1K
|
16.4K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.08K+ 1.19% |
$18K - $18.4K
|
91.7K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
801+ 4.28% |
$13.4K - $13.6K
|
19.5K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
760New |
$12.7K - $12.9K
|
760
$12.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
600+ 5.33% |
$10K - $10.2K
|
11.9K
$200K
|
|