Latest Institutional Purchases of Invesco Ex Traded Self Indx Fd (IUS)
This list provides information on the latest institutional transactions involving Invesco Ex Traded Self Indx Fd (IUS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.49KNew |
$197K - $231K
|
4.49K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
4.16KNew |
$182K - $214K
|
4.16K
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
493New |
$21.6K - $25.4K
|
493
$27.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
115+ 1.5% |
$5.03K - $5.92K
|
7.78K
$435K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$131 - $155
|
3
$168
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1New |
$43.8 - $51.5
|
1
$55.9
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
97.6KNew |
$4.71M - $5.09M
|
97.6K
$5.46M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
76K+ 14.3% |
$3.67M - $3.96M
|
608K
$34M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19KNew |
$917K - $990K
|
19K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
9.03K+ 167.47% |
$435K - $470K
|
14.4K
$806K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
5.29K+ 82.14% |
$255K - $276K
|
11.7K
$657K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$77.9K - $84.1K
|
1.62K
$90.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
257New |
$12.4K - $13.4K
|
257
$14.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
99+ 450.0% |
$4.78K - $5.16K
|
121
$6.77K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
47.8KNew |
$2.36M - $2.5M
|
47.8K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
1.31KNew |
$64.5K - $68.3K
|
1.31K
$73K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
396+ 5.5% |
$19.6K - $20.7K
|
7.59K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
260New |
$12.8K - $13.6K
|
260
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
206New |
$10.2K - $10.8K
|
206
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
32+ 0.39% |
$1.58K - $1.67K
|
8.29K
$464K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$988 - $1.05K
|
20
$1.12K
|
|
| Q3 2024 | |||||||
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
348+ 0.32% |
$16K - $17.5K
|
111K
$6.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
297+ 2.77% |
$13.7K - $14.9K
|
11K
$616K
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1+ 2.13% |
$46.1 - $50.3
|
48
$2.68K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
7.6KNew |
$343K - $362K
|
7.6K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
236New |
$10.6K - $11.3K
|
236
$13.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
186New |
$8.39K - $8.87K
|
186
$10.4K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
238KNew |
$10.2M - $11.3M
|
238K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.71KNew |
$372K - $413K
|
8.71K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.17KNew |
$221K - $245K
|
5.17K
$289K
|
|
| Q4 2023 | |||||||
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
940New |
$35.8K - $41K
|
940
$52.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.8KNew |
$508K - $539K
|
12.8K
$716K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
11.9K+ 17.98% |
$470K - $499K
|
77.8K
$4.35M
|
|
|
Aug 13, 2025
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
5.54KNew |
$220K - $233K
|
5.54K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$198 - $210
|
5
$280
|
|
| Q2 2023 | |||||||
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$49.9K - $53.7K
|
1.32K
$74.1K
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5.26KNew |
$191K - $207K
|
5.26K
$294K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
283New |
$10.3K - $11.1K
|
283
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4+ 0.58% |
$146 - $157
|
691
$38.6K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.8K+ 161.74% |
$409K - $485K
|
19.1K
$1.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.46KNew |
$258K - $306K
|
7.46K
$417K
|
|
| Q1 2022 | |||||||
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
104+ 14.86% |
$3.93K - $4.29K
|
804
$45K
|
|