Latest Institutional Purchases of Invesco Exchange Self Ind Tr (BSMU)
This list provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
180KNew |
$3.86M - $3.97M
|
180K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
127K+ 107.52% |
$2.72M - $2.8M
|
245K
$5.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
122K+ 103.49% |
$2.62M - $2.7M
|
240K
$5.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82.2K+ 100.0% |
$1.76M - $1.81M
|
164K
$3.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.8K+ 162.02% |
$1.56M - $1.6M
|
118K
$2.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72K+ 17.67% |
$1.54M - $1.59M
|
480K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
66.3KNew |
$1.42M - $1.46M
|
66.3K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.2K+ 46.2% |
$1.18M - $1.22M
|
175K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 8.82% |
$755K - $777K
|
435K
$9.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.6K+ 67.96% |
$698K - $718K
|
80.5K
$1.77M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.8K+ 140.16% |
$595K - $612K
|
47.6K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.9KNew |
$534K - $549K
|
24.9K
$548K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 20.29% |
$533K - $548K
|
147K
$3.24M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
24.4KNew |
$523K - $538K
|
24.4K
$537K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24K+ 50.75% |
$514K - $529K
|
71.2K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.8K+ 15.54% |
$467K - $481K
|
162K
$3.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.6K+ 21.35% |
$442K - $455K
|
117K
$2.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18.1K+ 39.49% |
$388K - $399K
|
63.9K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.9K+ 611.62% |
$341K - $351K
|
18.5K
$407K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.1K+ 11.89% |
$324K - $334K
|
142K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.2KNew |
$305K - $314K
|
14.2K
$313K
|
|
|
Nov 13, 2025
Q3 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
12.5KNew |
$267K - $275K
|
12.5K
$274K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.4K+ 9.36% |
$265K - $273K
|
144K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.2KNew |
$220K - $226K
|
10.2K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.64K+ 17.18% |
$206K - $213K
|
65.7K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.62K+ 6.02% |
$206K - $212K
|
169K
$3.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.56K+ 5.35% |
$205K - $211K
|
188K
$4.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.5KNew |
$203K - $209K
|
9.5K
$209K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.32K+ 39.94% |
$200K - $206K
|
32.6K
$718K
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
9.2K+ 13.61% |
$197K - $203K
|
76.7K
$1.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9.19KNew |
$197K - $203K
|
9.19K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.59K+ 3206.72% |
$184K - $190K
|
8.86K
$195K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.53K+ 35.98% |
$183K - $188K
|
32.3K
$709K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.62K+ 27.61% |
$163K - $168K
|
35.2K
$775K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.45K+ 62.8% |
$160K - $164K
|
19.3K
$425K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.96K+ 4.35% |
$149K - $153K
|
167K
$3.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.41K+ 409.25% |
$137K - $141K
|
7.98K
$175K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.4KNew |
$137K - $141K
|
6.4K
$141K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.41K+ 4.54% |
$94.6K - $97.4K
|
102K
$2.24M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.88KNew |
$83.2K - $85.7K
|
3.88K
$85.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3.79K+ 17.73% |
$81.3K - $83.7K
|
25.2K
$554K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.95K+ 14.19% |
$63.3K - $65.1K
|
23.8K
$523K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.65K+ 19.96% |
$56.8K - $58.5K
|
15.9K
$350K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.32K+ 3.91% |
$49.7K - $51.2K
|
61.7K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.68K+ 3.58% |
$36.1K - $37.1K
|
48.7K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
877+ 17.42% |
$18.8K - $19.3K
|
5.91K
$130K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
792+ 306.98% |
$17K - $17.5K
|
1.05K
$23.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
637+ 1.67% |
$13.7K - $14.1K
|
38.8K
$853K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
417+ 0.35% |
$8.94K - $9.2K
|
119K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
119+ 0.73% |
$2.55K - $2.63K
|
16.4K
$360K
|
|