Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
26.9K+ 18.22% |
$565K - $569K
|
174K
$3.68M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
20.5K+ 15.33% |
$432K - $435K
|
154K
$3.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.8K+ 6.64% |
$249K - $250K
|
190K
$4.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
11.2K+ 766.92% |
$235K - $236K
|
12.6K
$266K
|
|
|
Jan 12, 2026
Q4 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.16K+ 1.68% |
$66.4K - $66.9K
|
191K
$4.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
442New |
$9.3K - $9.36K
|
442
$9.34K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-912- 7.86% |
$19.2K - $19.3K
|
10.7K
$226K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.92K- 20.48% |
$40.4K - $40.7K
|
7.46K
$158K
|
|