Purchases and Sales Made in Q4 2025 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
421KNew |
$9M - $9.11M
|
421K
$9.04M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
80.5K+ 38.46% |
$1.72M - $1.74M
|
290K
$6.22M
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
55.6K+ 47.75% |
$1.19M - $1.2M
|
172K
$3.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.6KNew |
$547K - $553K
|
25.6K
$549K
|
|
|
Jan 30, 2026
Q4 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
21.7K+ 41.17% |
$462K - $468K
|
74.2K
$1.59M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17.6K+ 151.57% |
$375K - $379K
|
29.1K
$625K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
16KNew |
$342K - $346K
|
16K
$344K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.3K+ 47.64% |
$284K - $287K
|
41.2K
$884K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
11.3K+ 98.68% |
$241K - $244K
|
22.8K
$489K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.88K+ 26.93% |
$147K - $149K
|
32.4K
$696K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.75K+ 45.38% |
$144K - $146K
|
21.6K
$464K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.34K+ 3.87% |
$92.7K - $93.8K
|
116K
$2.5M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
4K+ 573.07% |
$85.4K - $86.4K
|
4.7K
$101K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.31K+ 12.08% |
$70.7K - $71.6K
|
30.7K
$660K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1.48K+ 328.73% |
$31.5K - $31.9K
|
1.93K
$41.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1KNew |
$21.4K - $21.6K
|
1K
$21.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
976+ 5.85% |
$20.8K - $21.1K
|
17.7K
$379K
|
|
|
Jan 28, 2026
Q4 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
930+ 2.4% |
$19.9K - $20.1K
|
39.8K
$853K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
795+ 2.31% |
$17K - $17.2K
|
35.2K
$754K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
628New |
$13.4K - $13.6K
|
628
$13.5K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
592New |
$12.6K - $12.8K
|
592
$12.7K
|
|
|
Jan 30, 2026
Q4 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
322+ 1.67% |
$6.87K - $6.96K
|
19.7K
$422K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
293+ 2.93% |
$6.26K - $6.33K
|
10.3K
$221K
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
172+ 5.03% |
$3.67K - $3.72K
|
3.59K
$77.1K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30+ 3.25% |
$641 - $648
|
952
$20.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-209- 0.77% |
$4.46K - $4.52K
|
26.8K
$575K
|
|
|
Jan 29, 2026
Q4 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1.12K- 5.22% |
$23.9K - $24.2K
|
20.3K
$435K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-22.9K- 63.36% |
$489K - $495K
|
13.3K
$284K
|
|
|
Jan 30, 2026
Q4 2025
|
Gpm Growth Investors, Inc.
|
SELL
|
- |
-208K- 95.11% |
$4.44M - $4.49M
|
10.7K
$229K
|
|