Purchases and Sales Made in Q4 2025 in Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU)
This table provides information about the institutional ownership of Invesco Eg Tr Sf Ix Fd Tr Bull (BSJU) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO EG-TR SF-IX FD TR BULL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
54.7K+ 154.15% |
N/A
|
90.1K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.3KNew |
N/A
|
25.3K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
19.6KNew |
N/A
|
19.6K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
8.4KNew |
N/A
|
8.4K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.75K+ 2.25% |
N/A
|
352K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.69KNew |
N/A
|
7.69K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.92K+ 49.94% |
N/A
|
17.8K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.53K+ 10.73% |
N/A
|
15.8K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
650+ 2.52% |
N/A
|
26.4K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
147+ 0.5% |
N/A
|
29.8K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
131+ 1.64% |
N/A
|
8.12K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
86New |
N/A
|
86
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-521- 50.0% |
N/A
|
521
$0
|
|