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 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-32.5K- 15.37% |
$671K - $678K
|
179K
$3.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-34.1K- 34.12% |
$704K - $712K
|
65.8K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-34.9K- 13.86% |
$720K - $728K
|
217K
$4.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-38.9K- 14.9% |
$803K - $812K
|
222K
$4.69M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.9K- 29.34% |
$908K - $917K
|
106K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-55.2K- 22.41% |
$1.14M - $1.15M
|
191K
$4.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-66.7K- 68.99% |
$1.38M - $1.39M
|
30K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-75.1K- 11.14% |
$1.55M - $1.57M
|
600K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-106K- 59.81% |
$2.18M - $2.21M
|
71K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115K- 26.14% |
$2.37M - $2.39M
|
324K
$6.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-138K- 23.79% |
$2.85M - $2.88M
|
442K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-175K- 27.62% |
$3.62M - $3.65M
|
459K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-183K- 3.79% |
$3.79M - $3.83M
|
4.65M
$98.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-201K- 72.93% |
$4.15M - $4.19M
|
74.5K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-284K- 12.12% |
$5.87M - $5.93M
|
2.06M
$43.5M
|
|
|
Jan 26, 2024
Q4 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-354K- 70.58% |
$7.32M - $7.39M
|
148K
$3.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-357K- 35.18% |
$7.37M - $7.45M
|
657K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-370K- 77.78% |
$7.65M - $7.73M
|
106K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-394K- 60.1% |
$8.14M - $8.23M
|
261K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-454K- 8.06% |
$9.38M - $9.48M
|
5.18M
$109M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-515K- 26.46% |
$10.6M - $10.8M
|
1.43M
$30.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-640K- 87.91% |
$13.2M - $13.4M
|
88K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01M- 93.7% |
$21M - $21.2M
|
68.2K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.42M- 49.43% |
$29.3M - $29.6M
|
1.45M
$30.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6M- 10.77% |
$124M - $125M
|
49.7M
$1.05B
|