Purchases and Sales Made in Q2 2024 in Invesco Exchange Self Ind Tr (BSMU)

BSMU Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2024 Q2 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
54.9K
New
$1.18M - $1.21M
54.9K $1.2M
Aug 28, 2024 Q2 2024
Farmers National Bank

Danville, KY
BUY
 -
52.6K
New
$1.13M - $1.16M
52.6K $1.15M
Jul 29, 2024 Q2 2024
Key F Inancial Inc

BUY
 -
24.9K
+ 29.22%
$537K - $550K
110K $2.4M
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
22.3K
New
$481K - $493K
22.3K $487K
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
21.6K
+ 54.12%
$464K - $475K
61.4K $1.34M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
21.6K
+ 54.12%
$464K - $475K
61.4K $1.34M
Aug 13, 2024 Q2 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
19.3K
+ 17.48%
$416K - $426K
130K $2.83M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
17.7K
+ 7.89%
$382K - $391K
242K $5.28M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
16.8K
+ 25.23%
$361K - $370K
83.3K $1.82M
Jul 30, 2024 Q2 2024
Envision Financial Planning, LLC

Memphis, TN
BUY
 -
12.8K
+ 7.22%
$275K - $282K
190K $4.14M
Aug 12, 2024 Q2 2024
Ae Wealth Management LLC

BUY
 -
10.1K
+ 17.09%
$218K - $223K
69.3K $1.51M
Aug 09, 2024 Q2 2024
Jacobi Capital Management LLC

BUY
 -
9.84K
New
$212K - $217K
9.84K $214K
Jul 09, 2024 Q2 2024
Astoria Portfolio Advisors Llc.

BUY
 -
9.73K
New
$210K - $215K
9.73K $212K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
9.7K
New
$209K - $214K
9.7K $211K
Jul 16, 2024 Q2 2024
Bill Few Associates, Inc.

BUY
 -
9.24K
New
$199K - $204K
9.24K $201K
Jul 25, 2024 Q2 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
8.75K
+ 9.79%
$188K - $193K
98.2K $2.14M
Jul 23, 2024 Q2 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
8.58K
+ 17.16%
$185K - $189K
58.6K $1.28M
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
8.49K
+ 129.7%
$183K - $187K
15K $328K
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
8.4K
+ 7.91%
$181K - $185K
115K $2.5M
Aug 08, 2024 Q2 2024
Envestnet Asset Management Inc

BUY
 -
6.76K
+ 18.16%
$146K - $149K
44K $959K
Aug 13, 2024 Q2 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.24K
+ 33.17%
$134K - $138K
25.1K $546K
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.27K
+ 20.76%
$113K - $116K
30.6K $667K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
3.69K
+ 12.32%
$79.4K - $81.3K
33.6K $733K
Aug 08, 2024 Q2 2024
Huntington National Bank

Columbus, OH
BUY
 -
3.69K
+ 31.24%
$79.3K - $81.3K
15.5K $337K
Aug 13, 2024 Q2 2024
Ubs Group Ag

BUY
 -
3.6K
+ 78.01%
$77.4K - $79.3K
8.21K $179K
Aug 14, 2024 Q2 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
3.33K
+ 11.86%
$71.6K - $73.3K
31.4K $683K
Jul 15, 2024 Q2 2024
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
3.3K
+ 18.49%
$71K - $72.8K
21.1K $461K
Aug 12, 2024 Q2 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.3K
+ 15.72%
$49.6K - $50.8K
16.9K $369K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
2.27K
+ 9.96%
$48.8K - $50K
25K $545K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
2.05K
+ 25.6%
$44.1K - $45.1K
10K $219K
Jul 26, 2024 Q2 2024
First Command Advisory Services, Inc.

BUY
 -
1.69K
+ 82.11%
$36.4K - $37.2K
3.75K $81.6K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
1.3K
New
$27.9K - $28.6K
1.3K $28.2K
Jul 22, 2024 Q2 2024
Horizons Wealth Management

Asheville, NC
BUY
 -
1.25K
+ 23.39%
$26.9K - $27.6K
6.6K $144K
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
589
+ 4.85%
$12.7K - $13K
12.7K $277K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
251
New
$5.4K - $5.53K
251 $5.47K
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
150
+ 4.66%
$3.23K - $3.31K
3.37K $73.4K
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
21
+ 0.13%
$452 - $463
16.4K $358K
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
2
+ 0.01%
$43.1 - $44.1
13.9K $302K
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-96
- 1.11%
$2.07K - $2.12K
8.57K $187K
Aug 05, 2024 Q2 2024
Addison Advisors LLC

SELL
 -
-240
- 0.98%
$5.17K - $5.29K
24.3K $529K
Jul 01, 2024 Q2 2024
Confluence Investment Management LLC

SELL
 -
-1.32K
- 9.39%
$28.5K - $29.2K
12.8K $278K
Jul 18, 2024 Q2 2024
Insight Wealth Partners, LLC

SELL
 -
-1.9K
- 1.38%
$40.9K - $41.9K
136K $2.96M
Jul 12, 2024 Q2 2024
Legacy Private Trust Co.

SELL
 -
-4.57K
- 3.43%
$98.4K - $101K
129K $2.8M
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

SELL
 -
-8.39K
- 12.49%
$181K - $185K
58.8K $1.28M
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
SELL
 -
-22.1K
- 71.67%
$476K - $487K
8.73K $190K
Aug 14, 2024 Q2 2024
Jane Street Group, LLC

New York, NY
SELL
 -
-32.6K
- 25.74%
$702K - $719K
94K $2.05M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-33.7K
- 9.61%
$726K - $744K
317K $6.92M

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