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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-16K- 58.41% |
$334K - $336K
|
11.4K
$241K
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.9K- 47.04% |
$352K - $354K
|
19K
$401K
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-17.2K- 63.44% |
$359K - $361K
|
9.92K
$209K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.7K- 8.87% |
$411K - $413K
|
202K
$4.27M
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-20.8K- 21.33% |
$434K - $436K
|
76.7K
$1.62M
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-21.2K- 16.62% |
$442K - $444K
|
106K
$2.24M
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-21.5K- 4.98% |
$449K - $452K
|
410K
$8.67M
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-21.6K- 11.56% |
$452K - $454K
|
166K
$3.5M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21.8K- 18.44% |
$455K - $458K
|
96.5K
$2.04M
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-23.3K- 10.74% |
$485K - $488K
|
193K
$4.08M
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-23.6K- 32.62% |
$492K - $495K
|
48.7K
$1.03M
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.8K- 30.24% |
$518K - $521K
|
57.3K
$1.21M
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-24.9K- 10.68% |
$520K - $523K
|
208K
$4.4M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-29.9K- 81.73% |
$623K - $627K
|
6.67K
$141K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-30.3K- 19.22% |
$632K - $636K
|
127K
$2.69M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-31.2K- 11.25% |
$651K - $655K
|
246K
$5.2M
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-35.6K- 21.81% |
$744K - $748K
|
128K
$2.7M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-36K- 29.99% |
$752K - $756K
|
84.1K
$1.78M
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38.8K- 10.27% |
$809K - $814K
|
339K
$7.15M
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-40K- 35.86% |
$835K - $840K
|
71.6K
$1.51M
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-40.8K- 74.27% |
$852K - $857K
|
14.1K
$299K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-41.3K- 23.16% |
$861K - $866K
|
137K
$2.89M
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45.1K- 51.8% |
$942K - $947K
|
42K
$887K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-45.2K- 66.0% |
$943K - $949K
|
23.3K
$492K
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-48.7K- 65.36% |
$1.02M - $1.02M
|
25.8K
$545K
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-49.7K- 43.67% |
$1.04M - $1.04M
|
64.1K
$1.35M
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-51.7K- 4.37% |
$1.08M - $1.09M
|
1.13M
$23.9M
|
|
Apr 22, 2024
Q1 2024
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-55.2K- 62.78% |
$1.15M - $1.16M
|
32.7K
$692K
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-55.4K- 40.18% |
$1.16M - $1.16M
|
82.5K
$1.74M
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-57.5K- 79.33% |
$1.2M - $1.21M
|
15K
$317K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-66.2K- 25.61% |
$1.38M - $1.39M
|
192K
$4.06M
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-67.9K- 23.91% |
$1.42M - $1.43M
|
216K
$4.57M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-68.7K- 26.32% |
$1.43M - $1.44M
|
192K
$4.06M
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-71.7K- 41.09% |
$1.5M - $1.51M
|
103K
$2.17M
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-78.5K- 24.36% |
$1.64M - $1.65M
|
244K
$5.15M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-80K- 24.71% |
$1.67M - $1.68M
|
244K
$5.15M
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-83.2K- 18.81% |
$1.74M - $1.75M
|
359K
$7.58M
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-84.3K- 12.82% |
$1.76M - $1.77M
|
573K
$12.1M
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-98.6K- 80.39% |
$2.06M - $2.07M
|
24.1K
$508K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-99.7K- 7.12% |
$2.08M - $2.09M
|
1.3M
$27.5M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-108K- 7.79% |
$2.26M - $2.27M
|
1.28M
$27.1M
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-114K- 28.32% |
$2.39M - $2.4M
|
289K
$6.11M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-117K- 25.12% |
$2.43M - $2.45M
|
347K
$7.34M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-117K- 8.04% |
$2.45M - $2.46M
|
1.34M
$28.3M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-122K- 68.24% |
$2.55M - $2.56M
|
56.8K
$1.2M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-133K- 23.78% |
$2.77M - $2.79M
|
426K
$9M
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-136K- 43.35% |
$2.84M - $2.86M
|
178K
$3.76M
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-168K- 64.21% |
$3.5M - $3.52M
|
93.6K
$1.98M
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-177K- 38.66% |
$3.7M - $3.72M
|
281K
$5.94M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-205K- 10.33% |
$4.28M - $4.31M
|
1.78M
$37.6M
|