Purchases and Sales Made in Q4 2024 in Invesco ETF Tr Ii Sr Ln ETF (BKLN)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Sr Ln ETF (BKLN) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II SR LN ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
124+ 0.83% |
$2.6K - $2.63K
|
15.1K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
123+ 0.89% |
$2.58K - $2.61K
|
13.9K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
117+ 1.2% |
$2.45K - $2.48K
|
9.88K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
105New |
$2.2K - $2.22K
|
105
$2.2K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
97New |
$2.04K - $2.06K
|
97
$2.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
81New |
$1.7K - $1.72K
|
81
$1.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76+ 0.4% |
$1.59K - $1.61K
|
19.1K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72+ 0.51% |
$1.51K - $1.53K
|
14.2K
$297K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
65+ 0.15% |
$1.36K - $1.38K
|
42.6K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 2.0% |
$1.36K - $1.38K
|
3.32K
$69.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58New |
$1.22K - $1.23K
|
58
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58+ 38.16% |
$1.22K - $1.23K
|
210
$4.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
44+ 0.44% |
$923 - $932
|
9.97K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
30+ 0.13% |
$629 - $636
|
22.3K
$467K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
25+ 1.95% |
$525 - $530
|
1.31K
$27.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22+ 0.04% |
$462 - $466
|
53.9K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
21New |
$441 - $445
|
21
$440
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
21New |
$441 - $445
|
21
$440
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$273 - $275
|
16K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
11+ 1.07% |
$231 - $233
|
1.04K
$21.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 900.0% |
$189 - $191
|
10
$210
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 2.04% |
$189 - $191
|
450
$9.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 1.95% |
$147 - $148
|
366
$7.67K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
4+ 0.22% |
$83.9 - $84.8
|
1.84K
$38.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
4New |
$83.9 - $84.8
|
4
$83.8
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.05% |
$42 - $42.4
|
3.73K
$78.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.85% |
$21 - $21.2
|
118
$2.47K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1New |
$21 - $21.2
|
1
$21
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21 - $21.2
|
1
$21
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.06% |
$21 - $21.2
|
1.7K
$35.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1New |
$21 - $21.2
|
1
$21
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-30- 0.04% |
$629 - $636
|
71.5K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-71- 1.74% |
$1.49K - $1.5K
|
4K
$83.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-85- 4.81% |
$1.78K - $1.8K
|
1.68K
$35.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-93- 0.73% |
$1.95K - $1.97K
|
12.7K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-108- 10.36% |
$2.27K - $2.29K
|
934
$19.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-129- 0.67% |
$2.71K - $2.73K
|
19.2K
$403K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-132- 1.22% |
$2.77K - $2.8K
|
10.7K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-188- 0.76% |
$3.94K - $3.98K
|
24.7K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-200- 5.52% |
$4.2K - $4.24K
|
3.42K
$71.7K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-212- 0.47% |
$4.45K - $4.49K
|
45.3K
$950K
|
|
|
Feb 10, 2025
Q4 2024
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-289- 0.45% |
$6.06K - $6.12K
|
63.4K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-318- 14.87% |
$6.67K - $6.74K
|
1.82K
$38.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-370- 2.5% |
$7.76K - $7.84K
|
14.4K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-397- 3.56% |
$8.33K - $8.41K
|
10.8K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-425- 2.85% |
$8.92K - $9.01K
|
14.5K
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-455- 1.92% |
$9.55K - $9.64K
|
23.2K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-470- 0.59% |
$9.86K - $9.96K
|
78.9K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-524- 1.23% |
$11K - $11.1K
|
42.2K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-532- 37.36% |
$11.2K - $11.3K
|
892
$18.7K
|