Purchases and Sales Made in Q1 2024 in Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ET SELD IDXD FD TR BUL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
43.3K+ 15.49% |
$882K - $888K
|
323K
$6.68M
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
39.3K+ 9.32% |
$802K - $807K
|
461K
$9.56M
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
39.1K+ 14.06% |
$797K - $803K
|
317K
$6.57M
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
38.8KNew |
$791K - $796K
|
38.8K
$803K
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
38.4K+ 50.58% |
$782K - $788K
|
114K
$2.37M
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
36.7K+ 62.86% |
$747K - $753K
|
95K
$1.97M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
36.2KNew |
$739K - $744K
|
36.2K
$751K
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
36KNew |
$733K - $738K
|
36K
$745K
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
34.4K+ 6.24% |
$701K - $706K
|
585K
$12.1M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33K+ 11.26% |
$673K - $678K
|
326K
$6.76M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
32.3KNew |
$658K - $663K
|
32.3K
$668K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.1K+ 81.83% |
$655K - $659K
|
71.4K
$1.48M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
32K+ 69.83% |
$653K - $658K
|
77.9K
$1.61M
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
30.2K+ 8.59% |
$615K - $619K
|
381K
$7.9M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30K+ 54.19% |
$610K - $615K
|
85.2K
$1.76M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
29.3K+ 4.5% |
$598K - $602K
|
681K
$14.1M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27.4K+ 31.03% |
$558K - $562K
|
116K
$2.39M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
27K+ 9.14% |
$551K - $555K
|
323K
$6.68M
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
27K+ 14.37% |
$551K - $555K
|
215K
$4.45M
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
26.6K+ 7.77% |
$542K - $546K
|
369K
$7.64M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
26.4KNew |
$539K - $542K
|
26.4K
$547K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
26.1K+ 2.72% |
$532K - $536K
|
986K
$20.4M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
25.7K+ 9.96% |
$523K - $527K
|
283K
$5.87M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.6K+ 11.74% |
$521K - $525K
|
243K
$5.04M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
25.4K+ 4.21% |
$518K - $522K
|
629K
$13M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
24.3K+ 15.25% |
$496K - $500K
|
184K
$3.81M
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
24KNew |
$489K - $492K
|
24K
$497K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
22.7KNew |
$463K - $466K
|
22.7K
$470K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22.6K+ 132.62% |
$460K - $464K
|
39.6K
$820K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5K+ 17.28% |
$459K - $462K
|
153K
$3.17M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
21.9K+ 4.76% |
$445K - $449K
|
481K
$9.95M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.4K+ 5.11% |
$435K - $439K
|
439K
$9.1M
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
20.8K+ 9.85% |
$425K - $428K
|
232K
$4.81M
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
20.8K+ 113.96% |
$424K - $427K
|
39K
$809K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
20.2KNew |
$411K - $414K
|
20.2K
$417K
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
19.4K+ 58.96% |
$396K - $399K
|
52.3K
$1.08M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.7K+ 4.28% |
$380K - $383K
|
454K
$9.41M
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
18.3K+ 10.68% |
$373K - $376K
|
190K
$3.93M
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
18.2K+ 3.66% |
$370K - $373K
|
514K
$10.7M
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
17.8K+ 21.33% |
$362K - $365K
|
101K
$2.09M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
17.3KNew |
$353K - $355K
|
17.3K
$358K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
17.2KNew |
$351K - $353K
|
17.2K
$356K
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
15.7K+ 5.95% |
$320K - $322K
|
279K
$5.79M
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
15.7KNew |
$319K - $321K
|
15.7K
$324K
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
15.5K+ 5.12% |
$315K - $318K
|
317K
$6.57M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
15.3KNew |
$312K - $315K
|
15.3K
$317K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.3K+ 11.2% |
$311K - $314K
|
152K
$3.14M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.4K+ 38.57% |
$294K - $296K
|
51.8K
$1.07M
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
14K+ 11.6% |
$286K - $288K
|
135K
$2.8M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
14K+ 55.36% |
$285K - $287K
|
39.3K
$813K
|