Latest Institutional Purchases of Invesco Exc Self Ind Tr Bullet (BSJS)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr Bullet (BSJS) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.6KNew |
$857K - $874K
|
39.6K
$869K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
25.3KNew |
$548K - $559K
|
25.3K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
11.4KNew |
$246K - $251K
|
11.4K
$249K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.91KNew |
$128K - $131K
|
5.91K
$130K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2.2KNew |
$47.6K - $48.6K
|
2.2K
$48.3K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.33KNew |
$28.7K - $29.3K
|
1.33K
$29.1K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
82.4KNew |
$1.79M - $1.83M
|
82.4K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
58.3KNew |
$1.26M - $1.29M
|
58.3K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$59.3K - $60.6K
|
2.73K
$60K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.3KNew |
$49.9K - $51K
|
2.3K
$50.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.49K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$35.8K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 8.04% |
$229K - $237K
|
143K
$3.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 10.9% |
$130K - $135K
|
61.7K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.88K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.88K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 1.77% |
$774 - $800
|
2.07K
$45.4K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 28.52% |
$10.8K - $11K
|
2.3K
$50.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 36.7% |
$432K - $438K
|
75.1K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
10KNew |
$214K - $217K
|
10K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$578 - $586
|
27
$593
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.74K+ 12.88% |
$55.3K - $59.7K
|
24K
$527K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$605 - $654
|
30
$659
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.3KNew |
$440K - $452K
|
21.3K
$468K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.8KNew |
$161K - $165K
|
7.8K
$171K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
62.9KNew |
$1.29M - $1.37M
|
62.9K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
22.5KNew |
$460K - $488K
|
22.5K
$493K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
13.2K+ 44.28% |
$271K - $287K
|
43.1K
$945K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
28New |
$574 - $609
|
28
$615
|
|
| Q4 2022 | |||||||
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
149New |
$3.01K - $3.18K
|
149
$3.27K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$45.7K - $52.1K
|
2.19K
$48.1K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.37KNew |
$33.9K - $34.8K
|
1.37K
$30K
|
|