Purchases and Sales Made in Q3 2025 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| 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
|
- |
188KNew |
$3.86M - $3.98M
|
188K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.4K+ 104.51% |
$1.86M - $1.91M
|
177K
$3.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
78.4K+ 155.24% |
$1.61M - $1.66M
|
129K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
53.6K+ 105.56% |
$1.1M - $1.13M
|
104K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.5K+ 15.27% |
$1.04M - $1.07M
|
381K
$8.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.7K+ 35.66% |
$773K - $797K
|
143K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.7K+ 25.25% |
$610K - $629K
|
147K
$3.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.3K+ 22.94% |
$561K - $578K
|
146K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.7KNew |
$547K - $564K
|
26.7K
$563K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
26KNew |
$534K - $550K
|
26K
$549K
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
21.1K+ 13.46% |
$433K - $447K
|
178K
$3.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6K+ 53.43% |
$423K - $436K
|
59.1K
$1.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.7K+ 69.04% |
$384K - $396K
|
45.8K
$968K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
18K+ 37.26% |
$370K - $382K
|
66.5K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
17K+ 10.58% |
$349K - $360K
|
178K
$3.76M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
15.4KNew |
$316K - $326K
|
15.4K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14K+ 80.83% |
$288K - $296K
|
31.3K
$662K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
12.8KNew |
$262K - $270K
|
12.8K
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
12.8KNew |
$262K - $270K
|
12.8K
$269K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
11K+ 8.31% |
$225K - $232K
|
143K
$3.03M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.8KNew |
$221K - $228K
|
10.8K
$228K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6K+ 56.47% |
$217K - $224K
|
29.3K
$619K
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
9.66K+ 39.67% |
$198K - $204K
|
34K
$719K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
9.38KNew |
$192K - $198K
|
9.38K
$198K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.29K+ 9.62% |
$191K - $196K
|
106K
$2.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.16K+ 22.07% |
$188K - $194K
|
50.7K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.05KNew |
$186K - $191K
|
9.05K
$191K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.88K+ 10.95% |
$182K - $188K
|
90K
$1.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.44K+ 7.33% |
$153K - $158K
|
109K
$2.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.22K+ 11.52% |
$148K - $153K
|
69.9K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.06K+ 18.8% |
$145K - $149K
|
44.6K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.79K+ 46.39% |
$139K - $144K
|
21.4K
$453K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
6.7KNew |
$137K - $142K
|
6.7K
$142K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.43KNew |
$132K - $136K
|
6.43K
$136K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
4.89K+ 11.84% |
$100K - $103K
|
46.2K
$976K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.88K+ 78.29% |
$100K - $103K
|
11.1K
$235K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.7K+ 19.56% |
$55.4K - $57.1K
|
16.5K
$349K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.69KNew |
$55.2K - $56.9K
|
2.69K
$56.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.17K+ 4.89% |
$44.5K - $45.9K
|
46.5K
$983K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.88K+ 3.86% |
$38.6K - $39.8K
|
50.6K
$1.07M
|
|
|
Oct 03, 2025
Q3 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.45KNew |
$29.8K - $30.8K
|
1.45K
$30.7K
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.32K+ 2.54% |
$27.1K - $28K
|
53.5K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09K+ 4.59% |
$22.4K - $23.1K
|
24.8K
$525K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
936+ 16.21% |
$19.2K - $19.8K
|
6.71K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
551+ 3.6% |
$11.3K - $11.7K
|
15.9K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
396+ 0.84% |
$8.13K - $8.38K
|
47.7K
$1.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
44+ 0.75% |
$903 - $931
|
5.93K
$125K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.64% |
$123 - $127
|
944
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.28% |
$82.1 - $84.6
|
1.44K
$30.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-176- 5.2% |
$3.61K - $3.72K
|
3.21K
$67.8K
|
|