Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.26K+ 1.05% |
$26K - $26.3K
|
121K
$2.56M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.24K+ 34.14% |
$25.7K - $25.9K
|
4.88K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.22K+ 2.27% |
$25.2K - $25.5K
|
55.1K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.19K+ 1.18% |
$24.6K - $24.9K
|
102K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.11K+ 7.92% |
$22.9K - $23.2K
|
15.1K
$319K
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.08K+ 3.32% |
$22.4K - $22.6K
|
33.7K
$711K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.02K+ 8.47% |
$21K - $21.2K
|
13K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
993+ 4.47% |
$20.5K - $20.7K
|
23.2K
$490K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
991+ 7.72% |
$20.5K - $20.7K
|
13.8K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
893+ 0.84% |
$18.5K - $18.7K
|
107K
$2.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
787+ 115.91% |
$16.3K - $16.4K
|
1.47K
$31K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
533+ 3.58% |
$11K - $11.1K
|
15.4K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
511+ 4.53% |
$10.6K - $10.7K
|
11.8K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
438New |
$9.05K - $9.15K
|
438
$9.25K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
406+ 0.74% |
$8.39K - $8.48K
|
55K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
356+ 0.74% |
$7.36K - $7.44K
|
48.2K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
265New |
$5.48K - $5.54K
|
265
$5.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
221+ 1.56% |
$4.57K - $4.62K
|
14.4K
$304K
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
220+ 1.85% |
$4.55K - $4.6K
|
12.1K
$256K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
198+ 0.5% |
$4.09K - $4.14K
|
40.2K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
174New |
$3.6K - $3.63K
|
174
$3.67K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 0.74% |
$1.92K - $1.94K
|
12.6K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
66+ 0.08% |
$1.36K - $1.38K
|
82.1K
$1.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
38+ 0.33% |
$785 - $794
|
11.5K
$242K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
33+ 0.11% |
$682 - $689
|
30.4K
$642K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
29+ 0.68% |
$599 - $606
|
4.28K
$90.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
23+ 0.11% |
$475 - $480
|
20.7K
$438K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
23+ 0.05% |
$475 - $480
|
44.3K
$935K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
20+ 0.17% |
$413 - $418
|
12K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.19% |
$248 - $251
|
6.23K
$132K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$20.7 - $20.9
|
48.2K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3- 0.84% |
$62 - $62.7
|
354
$7.48K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 1.51% |
$951 - $961
|
3K
$63.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-47- 0.04% |
$971 - $982
|
109K
$2.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-60- 0.05% |
$1.24K - $1.25K
|
123K
$2.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-70- 0.23% |
$1.45K - $1.46K
|
31K
$654K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-218- 0.42% |
$4.51K - $4.55K
|
51.2K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-221- 1.49% |
$4.57K - $4.62K
|
14.6K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-340- 0.8% |
$7.03K - $7.1K
|
42K
$887K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-379- 0.23% |
$7.83K - $7.92K
|
166K
$3.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-399- 3.44% |
$8.25K - $8.34K
|
11.2K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-421- 1.98% |
$8.7K - $8.79K
|
20.8K
$440K
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-530- 1.1% |
$11K - $11.1K
|
47.8K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-532- 3.19% |
$11K - $11.1K
|
16.1K
$341K
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-710- 1.66% |
$14.7K - $14.8K
|
42.1K
$890K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-749- 2.18% |
$15.5K - $15.6K
|
33.6K
$710K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-800- 9.36% |
$16.5K - $16.7K
|
7.74K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-891- 63.64% |
$18.4K - $18.6K
|
509
$10.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-899- 17.29% |
$18.6K - $18.8K
|
4.3K
$90.8K
|