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 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-206K- 82.14% |
$4.3M - $4.32M
|
44.7K
$945K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-290K- 17.62% |
$6.05M - $6.09M
|
1.36M
$28.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-340K- 97.01% |
$7.09M - $7.13M
|
10.5K
$221K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-433K- 30.24% |
$9.03M - $9.08M
|
998K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-534K- 25.92% |
$11.1M - $11.2M
|
1.53M
$32.2M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-553K- 84.85% |
$11.5M - $11.6M
|
98.7K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-594K- 83.41% |
$12.4M - $12.5M
|
118K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-693K- 99.87% |
$14.5M - $14.6M
|
917
$19.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-749K- 11.79% |
$15.6M - $15.7M
|
5.6M
$118M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-854K- 16.5% |
$17.8M - $17.9M
|
4.32M
$91.3M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-854K- 16.5% |
$17.8M - $17.9M
|
4.32M
$91.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.14M- 64.5% |
$44.6M - $44.9M
|
1.18M
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.31M- 99.59% |
$69.1M - $69.5M
|
13.5K
$286K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.43M- 68.2% |
$92.6M - $93.1M
|
2.07M
$43.7M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.2M- 28.58% |
$297M - $298M
|
35.5M
$750M
|