Purchases and Sales Made in Q1 2024 in Invesco Et Self Idxd Fd Tr Bul (BSCO)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELF IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 9.28% |
$38.6K - $38.8K
|
18.1K
$382K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.87K- 6.11% |
$39.1K - $39.3K
|
28.8K
$608K
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.97K- 12.68% |
$41.2K - $41.4K
|
13.6K
$287K
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.01K- 0.76% |
$42K - $42.2K
|
262K
$5.53M
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.04K- 5.22% |
$42.6K - $42.8K
|
37.1K
$783K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.32K- 4.21% |
$48.4K - $48.7K
|
52.7K
$1.11M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.33K- 4.16% |
$48.7K - $49K
|
53.8K
$1.14M
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.36K- 9.52% |
$49.2K - $49.5K
|
22.4K
$473K
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-2.39K- 5.91% |
$49.9K - $50.2K
|
38K
$803K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.44K- 1.96% |
$50.9K - $51.2K
|
122K
$2.58M
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.44K- 65.89% |
$50.9K - $51.2K
|
1.26K
$26.7K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.5K- 7.08% |
$52.2K - $52.5K
|
32.8K
$693K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.58K- 5.71% |
$53.9K - $54.2K
|
42.6K
$900K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.68K- 6.6% |
$56K - $56.3K
|
38K
$802K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.83K- 15.64% |
$59K - $59.3K
|
15.3K
$322K
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
SELL
|
- |
-2.85K- 9.44% |
$59.5K - $59.8K
|
27.3K
$577K
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.85K- 3.68% |
$59.5K - $59.8K
|
74.6K
$1.58M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.98K- 0.58% |
$62.1K - $62.4K
|
509K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.28K- 1.97% |
$68.5K - $68.8K
|
163K
$3.44M
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-3.52K- 1.35% |
$73.5K - $73.9K
|
256K
$5.41M
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.58K- 19.89% |
$74.7K - $75.1K
|
14.4K
$304K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.87K- 14.68% |
$80.7K - $81.2K
|
22.5K
$475K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.98K- 8.97% |
$83K - $83.4K
|
40.3K
$852K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.07K- 0.68% |
$85K - $85.5K
|
595K
$12.6M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.73K- 2.16% |
$98.8K - $99.3K
|
214K
$4.53M
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-4.92K- 15.22% |
$103K - $103K
|
27.4K
$579K
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-5.05K- 3.64% |
$105K - $106K
|
134K
$2.82M
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-5.12K- 4.58% |
$107K - $108K
|
107K
$2.25M
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.14K- 75.03% |
$107K - $108K
|
1.71K
$36.1K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.14K- 4.24% |
$107K - $108K
|
116K
$2.45M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.84K- 15.8% |
$122K - $123K
|
31.1K
$658K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.82K- 13.33% |
$142K - $143K
|
44.3K
$936K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-7.07K- 6.31% |
$147K - $148K
|
105K
$2.22M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.04K- 4.2% |
$168K - $169K
|
183K
$3.87M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-8.56K- 10.83% |
$179K - $180K
|
70.4K
$1.49M
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-8.92K- 3.48% |
$186K - $187K
|
247K
$5.22M
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-10.7K- 2.16% |
$224K - $225K
|
486K
$10.3M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.7K- 13.61% |
$224K - $225K
|
68.2K
$1.44M
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-11.5K- 6.08% |
$240K - $241K
|
178K
$3.75M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-12.5K- 41.67% |
$261K - $262K
|
17.5K
$370K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12.5K- 5.32% |
$261K - $263K
|
223K
$4.71M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-12.6K- 8.56% |
$262K - $264K
|
134K
$2.84M
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-12.6K- 7.1% |
$263K - $264K
|
165K
$3.48M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-13.2K- 7.99% |
$275K - $277K
|
152K
$3.21M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-14K- 11.0% |
$292K - $294K
|
113K
$2.39M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-14.2K- 50.41% |
$297K - $299K
|
14K
$296K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 36.2% |
$298K - $299K
|
25.1K
$531K
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-14.5K- 56.5% |
$302K - $304K
|
11.1K
$235K
|
|
May 08, 2024
Q1 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-15.2K- 4.58% |
$317K - $318K
|
316K
$6.68M
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-15.3K- 18.87% |
$319K - $320K
|
65.6K
$1.39M
|