Latest Institutional Transactions on Invesco Ex Traded Self Indx Fd (IUS)
This table provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (IUS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-629- 7.98% |
$32.2K - $34.7K
|
7.26K
$406K
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-992- 4.67% |
$50.8K - $54.8K
|
20.2K
$1.13M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
66+ 1.19% |
$3.38K - $3.64K
|
5.63K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
87.9K+ 12.83% |
$4.5M - $4.85M
|
772K
$43.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-2.1K- 19.67% |
$108K - $116K
|
8.59K
$480K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-27- 4.01% |
$1.38K - $1.49K
|
646
$36.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
8.42K+ 12.72% |
$431K - $465K
|
74.6K
$4.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
9.02K+ 8.4% |
$461K - $498K
|
116K
$6.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.09KNew |
$55.8K - $60.2K
|
1.09K
$61K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-279- 1.19% |
$14.3K - $15.4K
|
23.3K
$1.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
6.92K+ 5.35% |
$354K - $382K
|
136K
$7.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-213K- 77.88% |
$10.9M - $11.8M
|
60.5K
$3.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-466- 1.49% |
$23.8K - $25.7K
|
30.9K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.8K+ 13.81% |
$655K - $706K
|
105K
$5.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 56.13% |
$1.37M - $1.48M
|
74.4K
$4.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 9.56% |
$6.65K - $7.18K
|
1.49K
$83.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23.4KNew |
$1.2M - $1.29M
|
23.4K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.08% |
$563 - $607
|
14.4K
$803K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.24K+ 2.21% |
$268K - $289K
|
242K
$13.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Lighthouse Wealth Management Inc.
Ashland, OH |
SELL
|
- |
-628- 0.37% |
$32.1K - $34.7K
|
169K
$9.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.78K- 7.44% |
$142K - $153K
|
34.6K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-12- 34.29% |
$614 - $663
|
23
$1.29K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.33K- 7.85% |
$273K - $294K
|
62.6K
$3.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
624K+ 44648.5% |
$31.9M - $34.5M
|
626K
$35M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 30.72% |
$123K - $133K
|
5.41K
$303K
|
|
|
Oct 14, 2025
Q3 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-2.32K- 6.73% |
$119K - $128K
|
32.2K
$1.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-9.5K- 72.35% |
$486K - $524K
|
3.63K
$203K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
32+ 0.44% |
$1.64K - $1.77K
|
7.29K
$408K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-95- 2.39% |
$4.86K - $5.24K
|
3.88K
$217K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
957+ 2.19% |
$49K - $52.8K
|
44.6K
$2.5M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.52K- 36.02% |
$154K - $181K
|
6.25K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.8KNew |
$605K - $712K
|
13.8K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.15K- 14.24% |
$94.1K - $111K
|
12.9K
$724K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.16KNew |
$182K - $214K
|
4.16K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.7K- 73.58% |
$2.05M - $2.41M
|
16.8K
$938K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-213- 42.26% |
$9.33K - $11K
|
291
$16.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.49KNew |
$197K - $231K
|
4.49K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-809- 17.16% |
$35.4K - $41.7K
|
3.91K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-4.87K- 11.27% |
$213K - $251K
|
38.3K
$2.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$131 - $155
|
3
$168
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.15K- 51.19% |
$182K - $214K
|
3.96K
$221K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 1.5% |
$5.03K - $5.92K
|
7.78K
$435K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-79.4K- 73.47% |
$3.48M - $4.09M
|
28.7K
$1.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$43.8 - $51.5
|
1
$55.9
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$21.6K - $25.4K
|
493
$27.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-74.4K- 71.93% |
$3.26M - $3.83M
|
29K
$1.62M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$917K - $990K
|
19K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 49.61% |
$106K - $115K
|
2.24K
$125K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 14.3% |
$3.67M - $3.96M
|
608K
$34M
|
|